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ADVISO WEALTH
Adviso Wealth is a fee-only financial planning and investment management firm in Princeton, NJ serving clients locally and across the country.
Overview
Adviso Wealth is a fee-only financial planning and investment management firm in Princeton, NJ serving clients locally and across the country. It provides independent, research-driven fiduciary advice with transparent hourly and flat-fee options, without product sales, commissions, or AUM-based fees. Services include comprehensive financial reviews, ongoing guidance and portfolio implementation, and focused second opinions for decisions such as retirement timing, taxes, and investments.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Country
United States
City
Princeton
Principals
Sweta Bhargav
CFA, CFP, CEPA
Frequently asked questions
Who runs investment decisions at ADVISO WEALTH?
The firm has not named its investment committee or chief investment officer in public materials. Family offices of this type often appoint a small group of senior advisors and family representatives to approve allocations.
What investment stages does ADVISO WEALTH typically target?
The firm's stage focus is not disclosed. Multi-family offices generally participate in both fund commitments and direct deals across growth equity, buyout, real estate, and credit.
Does ADVISO WEALTH participate in fund commitments or only direct deals?
The firm's investment approach is not publicly specified. Multi-family offices often do both: they commit to external funds and also lead or join direct co-investments.
Which sectors does ADVISO WEALTH explicitly avoid?
No sector exclusions are on record. Without a public mandate, the firm's sector preferences remain internal.
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