Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Manish M

CFA®

Shelton, CT

Wright Private Asset Management LLC

Manish Maheshwari is a CFA® charterholder and financial advisor at Wright Private Asset Management LLC with six years of industry experience. His prior roles include positions at Victory Capital Management Inc. and Thomson Horstmann & Bryant, Inc. He also serves as president of the Perry Green Association in Wilton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment decisions are guided by a proprietary corporate fundamental database and vetted through an Investment Committee that emphasizes financial strength and consistent profitability.

Tax-loss harvesting Active portfolio management
user avatar
firm logo

Amit K

Series 65

Shelton, CT

Wright Private Asset Management LLC

Amit Khandwala is a financial advisor at Wright Private Asset Management LLC with 29 years of industry experience. He holds a Series 65 designation and has been associated with Wright Investors' Service, Inc. since 1994. He joined Wright Private Asset Management in 2014 and continues to work in Shelton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm uses a proprietary investment process guided by an Investment Committee and offers specialized services such as automated tax-loss harvesting through third-party sub-advisers.

Tax-loss harvesting Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)