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Anuj H. Patel, CFA
Founder and Wealth Advisor -
Excellence
When you need the best wealth advisors available -
Customer Oriented
Tailoring financial solutions to suit my clients’ individual needs
We help you attain your most important financial goals with diverse retirement, investment and saving options.
We will assist you to determine your financial goals using tax-efficient planning strategies to preserve and grow your wealth. Our goal is to substitute your employment income upon retirement.
Risk management intends to provide financial security from unseen events, which can undermine your financial plan. An emergency fund is important component of your financial portfolio.
With a goal to maximize our client’s return and achieve long-term financial security, we offer various investment vehicles ranging from fixed income to options; tailored to desired level of risk.
Education funds are pivotal to your child’s future. We will help you attain those goals with a systemic and disciplined approach.
Estate plan encompasses the accumulation, conservation and distribution of an estate. A good plan will enhance and maintain the financial security of individuals and their families.