Neeraj Pardeshi CFP®, CLU®, CHS®

Senior Insurance Advisor

I help “Increase net worth and Reduce taxes.” 

As an individual, I am a planner first and solutions provider next. I have been part of the financial services industry for 20+ years with emphasis on Risk Management solutions for business owners, high and ultra-high net worth individuals and families. 

Life is not linear and hence, the solutions I help design are modelled along the trajectory of the client’s financial plan and to navigate for deviations.

 
 

Question & Answers

 

  • I love the Integrated Advisory approach where clients get holistic support on tax planning, wealth planning as well as risk management. The WealthCo team works collaboratively on wealth and risk management solutions along with the accounting partner firms to provide the client a seamless, streamlined experience driven by a plan. Benefit of this approach is that all involved are working based on the same plan and towards the same client goals and WANTS.

  • Cookie cutters are good for cutting cookies of same shape and size. This does not translate to real life where two individuals may have the same situation but different wants. 

    My approach is driven by not just the needs but more importantly by the wants which helps provide guidance, planning and solution to each unique issue. 

  • I gravitate towards humanitarian causes for the under privileged.