Priteshkumar Shah
Fee Only Independent FiduciaryOur Best Services
Our Financial Planning
01
About Financial Planning
It calls for a proper understanding & analysis of the client's situation, evaluating alternatives & strategies to help them.
02
Benefits of Financial Planning
There is flawed thinking that financial planning & wealth management advice is required only by the rich.
03
Why Pay Fees for Financial Planning
We all know that there are no free lunches in this world. Hence, the "free advice" you think you are receiving may not be free at all!
Investment Advisor
Our goal for our clients is simple. We believe that providing competent and thoughtful financial advice can only be accomplished by thoroughly understanding your values, beliefs, and life goals. By getting to know you, we can determine your path to financial well-being. As a team, we collaborate with you to create a customized plan that provides for you, your family, and any philanthropic causes that you cherish, now and in the future.
-
Financial Planning & Wealth Management
We research and recommend solutions tailored to your needs and educate you on all the options available in an unbiased manner.
-
Wealth Strategies
Our well-researched equity portfolio customized according to your risk profile will help you give that additional momentum to grow your wealth.
-
Equity & Equity Derivatives Strategies
Equity Investment has the edge over merely saving money in your bank account.
-
Trending Trading System (TTS)
Our TTS works on demand-supply for a particular stock in the market by identifying short term trend.