A complete list of active advisors currently associated with Shah Wealth Advisors

Warmer can help you find a great advisor at Shah Wealth Advisors or one who fits your needs even better.

Shah Wealth Advisors provides personalized financial planning and discretionary and non‑discretionary investment advisory services to a broad set of clients, including individuals, high‑net‑worth clients, family offices, trusts, private foundations, donor advised funds, corporations and qualified retirement plans. The firm also offers retirement‑plan consulting and may recommend or place assets with unaffiliated external managers as part of a client’s overall program. The firm tailors portfolios to each client’s goals, risk tolerance, time horizon and tax situation and describes a long‑term, fundamental‑analysis approach to portfolio construction. Investment allocations emphasize mutual funds, ETFs and individual equities but explicitly allow for alternatives when suitable—such as REITs, private funds, 1031 Delaware Statutory Trusts, structured notes, direct indexing and private credit—and financial planning is typically provided alongside investment management. Notable features in the brochure include the firm’s use of an outside compliance provider (the Chief Compliance Officer contact is listed with a Dinsmore Compliance Services address) and representatives who, in their individual capacities, are registered with Leaders Group and licensed to sell insurance, arrangements the firm discloses can create commission or referral conflicts. The firm also reports being newly registered while overseeing over $600 million in discretionary and non‑discretionary assets and discloses Schwab‑provided startup and custodial support as part of its operating relationships.

To learn more about the advisors currently working at Shah Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.