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You work hard for your money and want to see it working hard for you. You enjoy the finer things in life. You want to leave a legacy for your children. You are philanthropic. You know that important things should be treated as urgent for success. There are many sides to you: the family steward, the business owner, the investor, and much more.
We will invest the time to get to know you and your family to design and create a customized plan for growing your wealth while minimizing taxes, risks and uncertainty.
We will work with your lawyer, accountant, and other advisors to seamlessly deliver the results you are seeking.
Someone is sitting in the shade today because someone planted a tree a long time ago. –Warren Buffet, American business magnate, investor, and philanthropist
Someone is sitting in the shade today because someone planted a tree a long time ago.
Your goals are focussed on your family while they’re living under your roof, while they’re completing their schooling, and once they start families of their own. Our team will look after the needs and aspirations of every generation of your family now and in the future.
You built your company from the ground up. After your family, it’s what brings you the most pride. You want it to be your legacy long after you’ve decided to pass the reigns on to the next leader. We can help you craft a successful succession plan that keeps your business in the family or enables a successful sale to a third-party, minimizing the tax burden with either approach.
As a recent divorced or widowed person, you may need help to take control of your finances in order to achieve your hopes and dreams. Our experience with similar clients will help you get there quickly.
Whether you are growing your wealth, or approaching retirement, your primary concern is ensuring your finances will allow you to pursue your dreams. We will get to the heart of the matter to determine your goals and risk tolerance so that we can develop the right plan for you.
We offer customized service to fit your family’s specific needs.
We take a holistic approach to your wealth management.
We consult with your whole family to create a cohesive financial plan.
We have been clients of Chetan Wealth Management since 2010, and we are pleased to recommend the wealth advisory services of Ashok and Anita. With their expertise, they have helped us to enlarge our tax-sheltered retirement savings through the implementation of an Individual Pension Plan. They have also helped us to minimize our taxes through the use of life insurance solutions. Since they look after our overall wealth management needs, this has provided us with immense peace of mind. Ashok and Anita are always looking for ways to support our financial and life goals, by introducing us to various specialists on their team – business succession, group benefits to enhance employee loyalty in our business, estate planning, risk mitigation, and tax planning. We appreciate the level of service they have always provided, with a personal touch. We know that we can depend on them now and in future to help guide our finances. –Sherif M., Business Owner, Client of Chetan Wealth Management since 2010
We have been clients of Chetan Wealth Management since 2010, and we are pleased to recommend the wealth advisory services of Ashok and Anita. With their expertise, they have helped us to enlarge our tax-sheltered retirement savings through the implementation of an Individual Pension Plan. They have also helped us to minimize our taxes through the use of life insurance solutions. Since they look after our overall wealth management needs, this has provided us with immense peace of mind. Ashok and Anita are always looking for ways to support our financial and life goals, by introducing us to various specialists on their team – business succession, group benefits to enhance employee loyalty in our business, estate planning, risk mitigation, and tax planning. We appreciate the level of service they have always provided, with a personal touch. We know that we can depend on them now and in future to help guide our finances.
I have been dealing with Anita and her team at Chetan Wealth Management for several years. When I first met with Anita I immediately felt that I could trust her to help me with my financial decisions. Whenever I have a question or a request, Anita and her team are there to assist. Anita has answered my questions with knowledge, options, and wisdom. I am extremely happy with Chetan Wealth Management’s services and highly recommend Anita as your wealth advisor. –Peggy S., Client of Chetan Wealth Management since 2005
I have been dealing with Anita and her team at Chetan Wealth Management for several years. When I first met with Anita I immediately felt that I could trust her to help me with my financial decisions. Whenever I have a question or a request, Anita and her team are there to assist. Anita has answered my questions with knowledge, options, and wisdom. I am extremely happy with Chetan Wealth Management’s services and highly recommend Anita as your wealth advisor.
During the discovery phase, our team will analyze your current portfolio and finances, establish your risk tolerance levels, and discover your long-term goals to develop a customized plan that’s right for you.
Meet our team
