Managing Member, NRI Wealth Management, LLC
At NRI Wealth, we’re dedicated to helping individuals and families gain the clarity and confidence they need to achieve their financial goals. Through comprehensive, tax-efficient strategies—including retirement planning, estate planning, wealth management, education funding, and investment solutions—we take a personalized approach to every client’s financial journey. Our commitment to excellence, integrity, and transparency drives us to deliver tailored advice that empowers clients to make informed decisions, secure their futures, and build lasting legacies.
Founded in 2003, NRI Wealth Management has been serving clients for over two decades with a focus on building strong, long-term relationships and delivering customized financial solutions that evolve with life’s changing needs. With over 22 years of experience in the financial services industry, Laddi Jhuty brings a deep commitment to helping individuals, families, and business owners achieve long-term financial success. He earned his Master of Business Administration (MBA) in Finance in 2005, and since then, has built a career grounded in personalized financial guidance and strategic investment planning. As the Managing Member of NRI Wealth Management, LLC, Laddi leads with a client-first philosophy, offering solutions that are as unique as the clients he serves.
Laddi specializes in comprehensive financial planning, investment supervisory services, retirement and estate planning, wealth management, life insurance solutions, tax strategies, and college education planning. His approach is rooted in understanding each client’s personal goals, financial circumstances, and long-term vision—crafting tailored plans that grow with them over time.
Throughout his career, Laddi has held various leadership roles in the financial sector, building a strong foundation in strategic planning, risk management, and portfolio development. His expertise lies in creating custom financial roadmaps that align with market trends while addressing the evolving needs of his clients. At the heart of Laddi’s practice is a belief in building lasting relationships. He works closely with clients to simplify complex financial decisions, provide proactive guidance, and offer ongoing portfolio oversight. Whether you’re planning for retirement, growing your wealth, protecting your legacy, or preparing for your child’s education, Laddi is here to guide you every step of the way. Laddi’s passion for financial education, combined with his hands-on experience, allows him to deliver forward-thinking solutions that help clients build, preserve, and transfer wealth with confidence.
Achievements & Qualifications
Education & Certifications:
- Master of Business Administration (MBA) in Finance – Niagara University (2004)
- Bachelor’s Degree – Buffalo State College (2002)
- Certified Financial Planner (CFP®) – Board of Standards (2009)
- Series 7 License issued by FINRA
- Registered Life Agent with the California Department of Insurance
Key Strengths & Skills:
- Expertise in wealth management, estate planning, and investment strategies
- Strong analytical skills with the ability to assess market trends and economic indicators
- Leadership abilities in managing financial portfolios and business operations
- Effective communicator with strong verbal and written communication skills
- Ability to multitask, meet deadlines, and manage complex financial projects
- Knowledge of corporate policies, regulatory compliance, and international contract law
- Experience handling and managing a large book of business (approximately 2,500 client relationships)
Brief Overview of our Amazing journey
What our beneficiaries say about their experience with us
Ashley Jonson
Ashley Jonson
Ashley Jonson
