Toll Free Phone: (800) 549-5350

ARE YOU A SUCCESSFUL SENIOR EXECUTIVE OR ENGINEER WORRIED ABOUT YOUR RSU / ISO PORTFOLIO RISK AND TAX IMPACT?

We are a team of CFA, CFP, CPA, Trust & Estate Attorney and technical strategists serving only high income and high net-worth folks for their investment management, income tax reduction, and estate & wealth transfer needs. 

OUR RSU/ISO STRATEGY WORKS BEST WHEN YOU HAVE AT-LEAST A COUPLE MILLION IN YOUR INVESTMENT PORTFOLIO. 

WITH OUR STRATEGY YOU WILL...

  • Increase your total portfolio return 
  • Dramatically reduce the volatility 
  • Create sizable liquidity at all times
  • ​Reduce substantial income tax liability
  • ​Build estate-tax efficient generational wealth
  • ​Increase your retirement income distribution

INVESTMENT PHILOSOPHY

Our 3-Dimensional Universal Asset Allocation strategy is the direct result of multiple decades of investing and testing by us and others in the industry. The logic behind the 3 dimensions is that it is very hard to consistently out-perform the corresponding indices with a traditional asset allocation even though the asset allocation is the single biggest deciding factor of any investment portfolio's return over the long term. That is where the role of second and third dimensions come into play.

The first dimension consists of multiple asset classes with low correlation coefficients. We challenge the traditional asset mix of equities and bonds used in decades past. The use of multiple alternative investment sleeves solves the challenges of traditional asset allocation. Specific assets classes and their weighting will vary among investor risk profiles however, up to 10 individual sleeves may be allocated.

The second dimension incorporates 5 of the most powerful money and investment principles. We have found that investors and advisors alike often overlook these factors when structuring a portfolio using the bottom-up approach. The 5 principles of the 2nd dimension are: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety and Leverage Volatility.

The third and final dimension considers three external factors such as Market Timing, Expenses and Tax Considerations & Strategies that can have an exponential impact on an investors lifetime rate of return.  

WHO WE ARE

To create a strong roadmap/foundation for your wealth plan, you need the right team of experts with an intimate understanding of the opportunities and complexities of the investment landscape, and the knowledge and experience to navigate and leverage the right strategies at the right time within that landscape to reach your specific goals. 

We are a team of investment and tax strategists made up of various analysts, financial planners, tax and investment advisors, trust and estate attorneys, and real estate and life insurance experts. Our staff includes CFAs, CFPs, CPAs and JDs.

The world of retail investing, particularly in the equity markets, is fraught with pitfalls, hurdles, and uphill battles for any investor. However, the amount of one’s investable assets can allow for many families to participate in strategies that historically have been used by institutional investors including pension plans and hedge funds.

By leveraging our relationships with the world’s largest banks, financial institutions, private equity and venture capital firms, real estate powerhouses and life insurance companies, our team has developed a multi-dimensional and multi-faceted investment philosophy that we are able to tactically implement for our clients. 

By designing the correct plan and using the correct supplemental strategies at the right time, we are able reduce our clients risk exposure without sacrificing many of the traditional benefits that come with more volatile asset classes.

ABOUT NEIL JESANI, CFP

Neil Jesani is the founder and over the last 23 years, he have helped numerous successful individuals folks across the country with reducing substantial taxes, increasing investment portfolio return with downside risk protection, almost doubling tax-free retirement income and creating an additional inheritance for their families.

He believe in the team approach as investments, taxes and financial planning are very complex, especially for high net-worth individuals. 

It doesn't matter how many times he has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success."

All that matters to him is that his team of seasoned professionals can help you reduce your tax burden, increase the rate of return of your investment portfolio, achieve your desired retirement income, ideal lifestyle and create the legacy you want to leave for your family and charity.

WHAT DO WE DO FOR OUR IDEAL CLIENTS?

As your investments grow throughout your career, much consideration must be given the choices that are made. As high net worth, ultra-high net worth, and ultra-high income earners, each small decision can have significant implications on your family, and ultimately on your legacy. Our strategies have been found be highly effective on portfolios of $5 million and above however, long term our strategies can have significant impact on portfolios between $1 million and $5 million. We require a level of commitment that maximizes the value that we bring to our clients. 

As a registered investment advisory firm and fiduciary, our primary objective when making a decision for you is ensuring that we are acting in our clients best interest, above all else. Our intensive process requires a deep dive into your current financial status and your future goals. We then identify your current needs and predict the most likely outcomes that will determine your family’s future needs. We use this data to create a plan that is re-weighted and re-allocated based on changing variables that can include macro market trends, sector rotation, time money value, life-changing events, short-term key opportunities, interest rate environment, dollar-cost averaging, leverage qualifications, and many more. Our strategies ultimately strive to avoid short-term market volatility and increase the probability of reaching your financial goals while decreasing your risk exposure. Our client relationships are structured to serve our clients for the entirely of their lives, and the lives of future generations.
Toll Free: (800) 549-5350
 invest@neiljesaniwealth.com
 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323
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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