As a business owner or executive, we know how busy you are. Along with these demanding and rewarding paths, you’re probably also navigating the changes in your personal lives such as buying a home, getting married and starting a family.
We’re here to work with you to unearth and clarify what you want in life.
Coordinating all aspects of your financial lives and collaborating with your tax and legal professionals so your personal financial planning, business planning and life planning is seamless.
As fiduciary advisors, we always act in your best interests. We do not accept any commissions or kickbacks for any recommendations.
We hold the CFA, CFP® and CEPA® designations. Less than 3% of advisors hold both.
Sweta Bhargav, CFA, CFP®, CEPA®
Principal Financial Advisor
In this economic landscape, it’s not enough to be well educated, hardworking, and focused on saving. In order to build your dream future, you need both an expert advisor and a dynamic financial plan.
That’s why I started Adviso Wealth. We are a fee-only financial planning and investment firm specializing in business owners and executives. As founder and fiduciary financial advisor, I help my clients carve a clear path towards financial independence.
If you’re a business owner or executive who wants to learn more about building wealth, protecting your hard-earned assets, and achieving financial freedom, I would love to hear from you. Together, we can build a richer, more fulfilling life for you and your family.