About Us
WHO WE ARE
You need the right team of experts to create a strong roadmap and foundation for your wealth plan. Your specific objectives require a team that actively applies their experience and expertise to harness appropriate strategies at the right time within this landscape.
We are a diverse team of investment professionals comprising of analysts, financial planners, tax and investment advisors, trust and estate attorneys, and real estate and life insurance experts.
The world of retail investing, especially within equity markets, presents numerous challenges, obstacles, and struggles for investors.
Nonetheless, the scale of one’s investable assets can enable many families to use strategies traditionally utilized by institutional investors, such as pension plans and hedge funds.
Capitalizing on our relationships with the globe's premier banks, financial institutions, private equity and venture capital firms, real estate giants, and life insurance companies, our team has crafted a versatile and multifaceted investment philosophy. We tactically implement this approach for our clients.
Through careful planning and timely application of supplemental strategies, we effectively mitigate our clients' risk exposure without forgoing the traditional benefits of more volatile asset classes.
Our Mission And Values
ABOUT NEIL JESANI, CFP
Neil Jesani, our founder, boasts a 23-year track record of aiding numerous successful individuals and businesses nationwide in achieving substantial tax reduction, boosting investment portfolio returns with downside risk protection, nearly doubling tax-free retirement income, and establishing additional inheritances for their families.
Neil embraces a team approach, recognizing the complexity of investments, taxes, and financial planning, especially for high-net-worth individuals.
While Neil's achievements are widely recognized, with features in prestigious publications such as The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, and with numerous speaking engagements at national and regional conferences, not to mention his best-selling book "Win the War for Money and Success", what Neil truly values is the expertise his team of seasoned professionals can provide to you.
His commitment is to leverage their expertise to help you minimize your tax liabilities, enhance your investment portfolio's return rate, realize your dream retirement income, live your ideal lifestyle, and craft the legacy you wish to leave for your family and chosen charities.
Your Assurance
OUR VISION
To become a global, boutique wealth advisory firm serving ultra-high-net worth individuals, families, foundations, and corporations through our holistic approach to asset management.
OUR MISSION
Maximize annual investment returns while minimizing risk exposure for each and every client that we maintain a relationship with using our 3 dimensional universal asset allocation strategy.
OUR PROMISES TO YOU
HERE'S WHAT PROS ARE SAYING
ABOUT NEIL JESANI'S BOOK
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Phone/Text:
(954) 800-0460
Our Ideal Client Services
WHAT WE DO FOR OUR IDEAL CLIENTS
Each investment decision becomes increasingly critical as your wealth accumulates over your career.
For our high-net-worth, ultra-high-net-worth, and ultra-high-income clients, even minor decisions can profoundly impact your life, family, purpose, and, ultimately, your legacy.
Our strategies are most effective for portfolios valued at $5 million and above, though portfolios ranging from $1 million to $5 million can still significantly benefit over the longer term.
We ask for a commitment that allows us to provide you with the maximum value.
As a fiduciary and registered investment advisory firm, we prioritize protecting and promoting our clients' best interests.
We thoroughly analyze your current financial standing and future goals to understand your needs and anticipate your family's future requirements.
We use this insight to formulate a dynamic plan, regularly updated and rebalanced in response to various factors.
These can include market trends, sector changes, time value of money, life events, immediate key opportunities, interest rates, dollar-cost averaging, leverage qualifications, and more.
Our strategies aim to mitigate short-term market volatility, increase the likelihood of meeting your financial goals, and minimize risk.
We maintain long-term relationships with clients, spanning lifetimes and generations.
We lower client risk through the right plan and strategic additions without sacrificing the benefits associated with more volatile asset classes.
Are you a successful engineer, physician, dentist, lawyer, senior executive or business owner?
Our expert team of CFAs, CFPs, CPAs, and Trust & Estate Attorneys are ready to manage your wealth and financial needs.
Call/Text: (954) 800-0460
invest@neiljesaniwealth.com
HEADQUARTER: 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323, USA
REPRESENTATIVE OFFICE: 1406 Exchange Tower, Business Bay, Dubai, UAE
DISCLAIMER: Neil Jesani Wealth Management LLC is a State Registered Investment Advisory firm. The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neil Jesani Wealth Management LLC is an entity separate than that of Neil Jesani Advisors Inc. Investing involves risk, including the potential loss of principal. Neil Jesani Wealth Managements registered financial advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered. Here is the link to our ADV.
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