Private wealth management
Comprehensive wealth strategies designed to preserve, grow, and protect your assets. Our tailored approach integrates investment management, tax planning, and risk mitigation to secure your financial future.
Putting Your Interests First
A True Fiduciary Approach
At Neil Jesani Wealth Management, we put your interests above everything else. As a fiduciary, we have a legal and ethical duty to act in your best interest. We don’t push products, take commissions, or follow hidden agendas. We take a big-picture approach to your financial life. Whether it be investment management, tax strategy, estate planning, or risk protection, we make sure that every decision maximizes opportunities and minimizes risk. With us, you don’t just get a wealth manager, you get a dedicated team focused on securing your legacy throughout generations.
Our 3D Asset Allocation Strategy
Your wealth isn’t just about numbers; it’s about achieving meaningful goals. Our 3D Asset Allocation Strategy ensures your investments are aligned with your short-term needs, long-term aspirations, and legacy objectives.
External Portfolio Factors
We optimize your portfolio by adjusting for market timing, expenses, and tax strategies, maximizing your lifetime returns, and protecting your wealth from unnecessary losses.
Asset Allocation
We go beyond stocks and bonds, incorporating multiple asset classes with low correlation to reduce risk and enhance growth. Depending on your risk profiles, we allocate up to 10 investment sleeves, including alternative investments.
Investment Principles
We apply the five proven wealth-building principles: Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety, and Leverage Volatility. These principles ensure your portfolio is structured for optimal efficiency and stability.
Exclusive Access to Hard-to-Find Private Investments
Elevating Wealth, Empowering Futures
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