A complete list of active advisors currently associated with Masani Wealth Management, LLC

Warmer can help you find a great advisor at Masani Wealth Management, LLC or one who fits your needs even better.

Masani Wealth Management is an independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, business owners and, unusually for its peer group, charitable organizations. The firm manages about $57.1 million in client assets across a limited number of household accounts and structures advice around each client’s stated objectives. The firm integrates ongoing portfolio management with broader planning services that include cash flow, tax, retirement and estate planning, documenting client goals through Investment Policy Statements and risk-tolerance assessments. With client authorization the adviser implements discretionary trades and employs fundamental, technical and cyclical analysis (and may use option strategies) while performing portfolio monitoring and quarterly reviews. Notable distinctions in the brochure include an affiliated insurance practice: the managing member is an independent insurance agent who may offer insurance products and receive commissions, a relationship the firm discloses and manages through procedures and fiduciary obligations. The firm also highlights its work with charitable organizations and states that the managing member directly supervises all advice and client reviews, rather than delegating supervision to additional advisory staff.

To learn more about the advisors currently working at Masani Wealth Management, LLC, 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.

Name	Location	Years of experience
Adil Masani	West Chester, PA	18

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