Managing Member, NRI Wealth Management, LLC
Laddi Jhuty, (MBA, CFA) is the Managing Member of NRI Wealth Management LLC. He overseas over $300 million in assets and is wholly dedicated to enabling individuals and families, and their businesses achieve long term financial success.
As the Managing Member of the firm, he has always lead with the philosophy of “client first” — which in action, translates to delivering personalized and curated, tax-efficient strategies, which have been tailored to each client’s unique goals and financial journey.
Laddi earned his MBA in Finance in 2005 and since then has built a career centred on comprehensive financial planning, investment management, retirement and estate planning, tax strategies, insurance solutions, legacy planning and education funding. With his deep understanding of market dynamics and the needs of the individual clients, he is able to develop unique strategies that are fully capable of evolving and adapting to life’s circumstances.
The firm was founded in 2003 and has been providing financial solutions and advice for over two decades now. This has been possible only because of Laddi’s steadfast commitment to the three pillars – excellence, integrity, and long-term relationships. His approach is focused on simplifying complex decisions, and offering proactive, ongoing guidance that empowers you – our clients, to build, preserve and transfer wealth, with confidence.
Whether you’re planning for retirement, expanding your investment portfolio, or preparing for future generations, Laddi is a trusted advisor who brings clarity, strategy, and care to every step of your financial journey.
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
