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ABOUT US

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.

We Are

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

I’m a fiduciary advisor who brings passion, purpose, and cross-cultural competency to financial planning and investment management. Using my proprietary RISE method, I empower business leaders to build abundant lives on their own terms.

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.
Unlike most advisors, I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. This allows me to make more nuanced and informed investment recommendations to clients from all walks of life. And my international finance background provides me with a deep understanding of the financial challenges faced by immigrant and first-generation Americans.

Prior to founding Adviso Wealth, I was head of the investment committee team, where I researched, selected, analyzed, and customized strategy recommendations for $5B in assets under management. My efforts enabled Merrill Lynch financial advisors to deliver tangible results for their clients’ unique goals, challenges, and needs. Today, I apply this same expertise to helping my clients RISE – reach financial independence, invest smarter, save on taxes, and elevate their lives.

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.

Have you worked hard to get to where you are today? Do you feel that you’re doing all the right things, but not achieving as much as those around you? Have you had to move country or navigate a new financial landscape with no family or friends to guide you? Are you caught up in the daily grind of running a business or climbing the corporate ladder that you’re wondering whether you’ll ever achieve the “perfect life?” Are you looking for an educational partner, ready to make changes and implement the advice given to you? If you answered yes to most of these questions and feel that I value you and your experiences then there’s a high chance I work well with you.
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