A complete list of active advisors currently associated with Neil Jesani Wealth Management

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

The firm serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporations, and accepts select insurance company clients. It offers discretionary portfolio management, comprehensive financial planning, and investment consulting, including assistance with brokerage accounts used as collateral for life insurance products. Its investment approach centers on a tactical allocation framework the firm calls the 3‑Dimension Universal Asset Allocation Strategy, which combines fundamental, technical and cyclical analysis to manage market timing, expenses and tax considerations. The firm employs a broad toolkit—listed securities, mutual funds, options and structured products—and may allocate to unaffiliated sub‑advisors for advanced tax‑loss harvesting and more complex leveraged long/short strategies. The firm is operationally affiliated with an accounting and tax services firm that can provide tax and non‑investment advice to clients, a relationship the firm discloses as a potential conflict of interest. It also performs insurance‑linked consulting and uses third‑party broker‑dealers for certain fixed‑income execution and transfers, features that are less common among similarly sized team advisers.

To learn more about the advisors currently working at Neil Jesani Wealth Management, 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.