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Financial and Family Planning

Take Control of your Destiny.

We understand that investors have different objectives at different stages of their lives. Our financial and family planning strategies are designed to help you and your family pursue your specific financial goals, whether they include capital preservation, income, tax-advantaged, growth, or access to uncorrelated investments.

We incorporate a comprehensive financial picture of the client and family, reflecting the ownership of private businesses, passive income, concentrated stock holdings, real assets, and liquidity needs.

We believe that investment management is a key element of the broader family well-being, but not the only one. Understanding this and being trusted advisors, we are often involved in family decision-making relating to estate planning, life insurance, charitable giving and philanthropy, as well as tax and legal planning.

NOTE: Drishti Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation. 

Financial Planning

Investment Portfolio
Liquidity, Budgeting and Debt Analysis
Ownership of Private Businesses
Real Estate, Alternative Investments and misc. assets

 Family Planning

Estate Planning
Philanthropy and Charitable Gifting
Wealth Transfer and Insurance Planning
Tax Planning

Focus, Stability, Balance During Transition