Welcome to objectivity, transparency & vigilance.

With depth, focus, and a big-picture perspective, we help you manage your investments. Our expert team keeps your wealth growing and guarded—today, tomorrow, and onto the next generation.

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Gupta Wealth Management

Gain impeccable insight from our team as we analyze all aspects of your wealth and tailor a strategy specifically for your needs. Led by Chief Investment Officer Ajay Gupta, we offer seasoned counsel, value the utmost transparency, and go the distance to protect your wealth.

Financial Planning

achieve your financial goals

We partner with you to responsibly, creatively, and efficiently build your wealth. Through personalized planning and ongoing communication, we customize a sophisticated financial plan designed for success—as you define it.

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Investment Management

share in our independence

Our independence lets us choose from a wide array of investment options—and they’re selected because we believe they're right for you. We aren’t beholden to anyone but our clients, and we never receive investment commissions for selecting certain strategies. Our fiduciary status means we’re legally obligated to recommend what’s in your best interest at all times.

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Real Estate Advisory

real estate as an asset class

Incorporating real estate investments into your overall portfolio can provide consistent income, tax efficiency (via depreciation), and hedge against inflation through rising rents.

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Tax Planning

strategize your taxes

We believe fees and taxes are among the most detrimental influences on wealth accumulation. We focus on specific strategies that can intelligently and conservatively reduce, defer, or eliminate taxes on the growth of your underlying investments.

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