There's Wealth in Our Approach

At Desai Wealth Management, we believe that wealth management is about your goals and your peace of mind. 


Desai Wealth Management can help you with:
  1. Streamlining complicated finances
  2. Reducing taxes in retirement
  3. Creating and maintaining a plan for income in retirement
  4. Understanding your investments

Samir Desai, CIM

Senior Portfolio Manager & Investment Advisor


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Our Team

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What our clients are saying about us

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