Joseph Tu
Phone: 214-506-0520

Joseph Tu

National Manager

Years in Business: 20

2300 MCDERMOTT RD SUITE #200-376
Plano ,TX 75025


Joseph Tu is a seasoned financial and investment professional with over twenty years of business experience. His background includes a successful career in commercial real estate working for large institutional organizations such as Invesco Real Estate and Starwood Capital. Joseph has completed over $2 billion of real estate and development transactions including multifamily, office, retail, industrial and mixed-use assets. He has also managed distressed assets in non-performing commercial mortgage loan portfolios totaling $282 million.

Joseph is now focused on helping small business owners and families find the best financial/health products and solutions in order to maximize value in their portfolio and protection for their family. He specializes in structuring tax-free, growth without risk wealth building programs. These programs are used for retirement and estate planning, tax-free generational wealth transfer, executive bonuses and key person policy funding.

Joseph is also helping business owners access customized employee benefit packages in order to retain and recruit valuable talent.

Joseph holds a B.A. in Economics and M.S. in RE Finance and Investment from New York University.


Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.