Mehta Wealth Management Group
Welcome to Mehta Wealth Management, a dynamic financial advisory team from diverse backgrounds and generations. With a shared commitment to delivering best in class service, we take pride in guiding our clients toward achieving their financial goals. Our approach goes beyond reacting to the market’s daily fluctuations, we emphasize comprehensive wealth planning tailored to your unique aspirations, values, and long-term objectives. Each member of our team brings unique experience and insights to the table, helping to ensure that our clients benefit from a comprehensive, disciplined approach to financial planning. From seasoned advisors with decades of industry experience to innovative thinkers leveraging the latest technology, our collaborative approach helps to ensures that the focus remains on helping you meet your goals. This disciplined approach allows our clients to make informed decisions, secure in the knowledge that they have a financial plan designed to adapt to life’s changes while remaining aligned with their objectives. Our commitment to excellence extends beyond financial knowledge. We pride ourselves on being easily accessible, helping to ensure our clients feel supported and informed every step of the way. Whether it’s a quick check-in to address immediate concerns or a comprehensive review of your accounts, our team is always available to provide the guidance and clarity you deserve. We invite you to experience the difference of working with a team the places your success at the center of everything we do. Let’s work together to build a secure and successful financial future for you and your family.
Mehta Wealth Management Group created our own SMART² approach to wealth management. We want to teach our clients how to be Mehta SMART² by focusing on the following:S – Strategic Saving M – Manage & Review A – Asset Allocation R – Risk Reduction T – Tax minimization strategies & Trust Services
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure a profit or protect against loss in declining markets.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*
AWMA™, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
