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Aboveboard Wealth Management, LLC

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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Wallis T

Series 63, Series 65

New York, NY

Aboveboard Wealth Management, LLC

Wallis Tsai is the founder and CEO of AboveBoard Wealth Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Tsai also founded AboveBoard Financial Inc, where he creates and supervises educational financial content, and AboveBoard Ins Svcs LLC, an insurance business where he analyzes policies and makes recommendations. AboveBoard Wealth Management provides financial planning, investment management, and limited financial consulting to individual clients, focusing on retirement planning, education funding, equity compensation, insurance analysis, and estate/tax coordination. The firm offers non-discretionary investment advice emphasizing long-term asset allocation, cost-conscious use of passive index strategies combined with selective active managers, and a fact-based approach grounded in quantitative analysis and academic research.

Equity compensation tax strategy Charitable giving tax strategies General estate planning guidance Real estate investing Passive / index investing
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