Mehta Money, LLC

Mehta Money provides discretionary asset management, financial planning and consulting, and annuity-focused management for individuals, high-net-worth clients, trusts, charitable organizations and business entities. The firm also arranges access to third‑party money managers and offers public educational seminars and workshops on investments and services.

The firm’s investment process is goal- and risk‑based: portfolios are constructed and managed to align with documented client objectives, time horizons and risk tolerance, and third‑party managers are used when deemed appropriate. Mehta Money monitors annuity contracts (including variable, variable life, equity index and fixed index annuities) on an ongoing basis and updates plans or manager selections as client circumstances change.

Noteworthy distinctions include an affiliated insurance business — the firm’s principal devotes significant time as an insurance agent and may receive commissions on insurance sales — and a more explicit emphasis on managing and advising on annuity products than is typical for independent advisers. The firm also receives referral fees and participates in revenue‑sharing and incentive arrangements with certain third‑party managers; these relationships and potential conflicts are disclosed and described in the firm’s Brochure.