Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Your Fiduciary Advisor for Tax Efficient Solutions
Customized Financial Planning 
Investment Management 
Tax-Planning 
Retirement Planning 
Insurance Planning 
Personal Wealth Management 
Education Planning Our Mission
Our mission is to be a wealth advisory firm that truly understands what matters most to our clients and is a thoughtful steward of their complete financial picture. We specialize in customized tax efficient investment, retirement strategies& estate planning for clients of all genres, suitable to their requirements and expectations.
Services
Whether you just need a little guidance or a holistic financial plan, we are here to help….
As an independent Registered Investment Advisor, we are agnostic with regards to investment selection.
Tax planning permeates everything that we do for our clients. From a portfolio management perspective…..
Ultimately, retirement is more than an account balance. It’s a lifestyle. The freedom to do what ….
We use customized planning techniques to determine the amount and type of insurance necessary….
We are one of the few financial planning firms catering to Non-Resident Indians.Our clients come ….
Supporting a child’s education can be one of the most rewarding aspects of success ….
NRI Wealth Management, LLC (“NRI”) is a Registered Investment Adviser. Advisory services are only offered ….
Stock Options
Equity compensation can be complex. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, 83(b) elections, 10b5-1 plans. Each of these items have their own wealth and tax implications. Your time is best spent focused on your job, growing your business and enjoying your personal life. Yet, if you overlook proper planning, unintended and costly mistakes could be made. Should I make an 83(b) election? For how many shares? Where should the cash come from? Should I exercise my incentive stock options? What about my non-qualified stock options? What’s the tax impact? When should I sell my shares? What do I do with the proceeds?
Planning with a trusted advisor is key.
Let’s Start Working Together
Everything we do is centered around establishing a plan to help you reach your goals. We love our role as fiduciary
wealth advisors, and we make it easy to work with us.
wealth advisors, and we make it easy to work with us.
Get to Know Each Other
We’ll listen carefully to your story and gain an understanding of your values and goals. We’ll tell you about our philosophy and how we work, and we’ll lay out the path to a successful relationship.
Create Your Roadmap
We’ll discuss strategies for meeting your goals — whether you’re focused on establishing financial independence, optimizing your equity compensation, funding education for children or other relatives, creating a family legacy, managing the sale of a small business, or something else entirely.
Align Your Portfolio
Once we understand “what’s the money for?” and assess your risk tolerance, we’ll discuss suitable investments for your specific situation and suggest an initial portfolio allocation.
And then, over time, we’ll stay connected: As your situation and needs evolve, we’ll continue to refine your path to financial freedom.
News & Trends
From the Desk of Erik Oros
Lorem Ipsum is simply dummy text of the printing and typesetting industry.