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Neil Jesani Wealth Management
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...
Neil Jesani Wealth Management
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 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.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Sunrise
Corporate office
New York, NY, United States
Principals
Neil Jesani
Founder and President
Sector focus
Frequently asked questions
Is Neil Jesani Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA), Neil Jesani Wealth Management is a fiduciary required by law to act in its clients' best interests.
What types of clients does Neil Jesani Wealth Management serve?
The firm primarily serves high-net-worth individuals and families. It offers customized portfolio management and financial planning, focusing on asset allocation rather than direct venture or private equity investments.
What is Neil Jesani Wealth Management's investment approach?
The firm uses a diversified approach, allocating client assets across public equities, fixed income, and alternatives such as private real estate and hedge funds through third-party vehicles. It avoids proprietary products and emphasizes independent advice.
Does Neil Jesani Wealth Management invest in venture capital or private equity directly?
Based on public information, the firm does not lead direct venture capital or private equity deals. Instead, it allocates capital to external alternative investment vehicles, such as hedge funds and real estate funds, on behalf of clients.
Is Neil Jesani Wealth Management related to any larger firm?
Neil Jesani Wealth Management operates independently as a fee-only RIA, not as a subsidiary or branch of a bank, broker-dealer, or larger financial institution.
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