"My father was a retired Investment Advisor. He knew there would come a time when he wouldn’t be able to manage his own family’s wealth. After an extensive search, he found Ashok to be a good Advisor for his family. Upon his passing, my two siblings and I all met with Ashok and he was able to help us navigate the transition of my father’s estate. He recommended strategies tailored to us to help lower our overall tax burden. Ashok’s calm and deliberate approach to investing has been reassuring, and we remain confident that our portfolios will be very well managed and free of speculative investments. I rest assured knowing that Richard is involved in the practice, and that my children’s financial well-being will remain in good care."
–Doug V., Retired KPMG Partner, Client of Chetan Wealth Management since 2011

"We have been clients of Chetan Wealth Management since 2010, and we are pleased to recommend the firm’s wealth advisory services. Their team’s expertise has helped us to enlarge our tax-sheltered retirement savings through the implementation of an Individual Pension Plan. They have also helped us to minimize our taxes through the use of life insurance solutions. Since they look after our overall wealth management needs, this has provided us with immense peace of mind. Ashok is always looking for ways to support our financial and life goals, by introducing us to various specialists on their team – business succession, group benefits to enhance employee loyalty in our business, estate planning, risk mitigation, and tax planning. We appreciate the level of service the Chetan team has always provided, with a personal touch. We know that we can depend on them now and in future to help guide our finances."
–Sherif M., Business Owner, Client of Chetan Wealth Management since 2010

"It is reassuring to know that the key members of the advisory team have taken the time to get to know our family members and have established excellent rapport with them. The team has worked closely with us to do extensive financial, tax, and estate planning to keep our financial house in good order, and we appreciate their steadfast discipline in keeping us invested in high-quality investments. It is important to us that the wealth continues to be well managed for future generations, and we feel confident that the Chetan Wealth Management team will be there to guide them."
–Sanjay T., CEO of a public company, Client of Chetan Wealth Management since 2014