Orlando, FL Office

Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee‑based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm reports roughly $194 million in discretionary assets across about 74 client relationships and typically applies a $500,000 account minimum that it may waive in certain circumstances.

The firm employs a tactical asset‑allocation approach it calls the 3‑Dimension Universal Asset Allocation Strategy, which blends fundamental, technical and cyclical analysis and makes modest tactical shifts to adjust risk and opportunities. Portfolios may include exchange‑listed securities, bonds, mutual funds, ETFs, options, structured products and alternative strategies, and the adviser may use unaffiliated sub‑advisors, margin, or long/short extensions for specialized tax‑loss harvesting or leveraged exposures.

Noteworthy aspects disclosed in the brochure include an affiliation with an accounting and tax services firm owned by the principal and registered personnel who are also licensed insurance agents, relationships the firm acknowledges can create conflicts of interest. The firm also offers niche consulting for brokerage accounts established as collateral for life‑insurance products and, in some fixed‑income cases, directs research and execution to third‑party broker‑dealers that earn a spread—arrangements that are less common among peer team firms.