We meet.

We discuss.

We plan and we build in
pursuit of the future
you deserve.

Our mission is to create and maintain wealth for you. This we do through diligent long-term investment management and effective tax planning. We do this through the relationship we develop with you.  We listen to you when you tell us what is important to you and the financial goals you have set for yourself, and we work hard to help you achieve those goals utilizing all the tools that we have available. All we ask from you is your focus and dedication to making it happen.

Everything you need, in one place

We approach your finances in a different manner from most investment advisors by utilizing a three-pronged approach to wealth management:

  1. Investment planning – We select the right investments for your needs.

  2. Tax planning - We take into account current and future taxes to maximize your earnings potential and ensure that you are not paying more than necessary.

  3. Estate planning – We help you provide for your family, reduce taxes on your estate, and ensure everything is in order should unforeseeable events occur.

How we are different 

Although we work with a variety of clients from many walks of life, we do our best work with those who have more complicated financial matters. Some of our clients have the following characteristics: some are medical professionals and corporate executives, while many are retirees and those approaching retirement. We help our clients realize that by proper planning, their net worth can improve over their lifetimes. 

Other differentiating factors:

  1. Deep understanding of the importance of tax planning – having earned an MST (Masters in Taxation), we can help you take advantage of beneficial tax-law provisions.

  2. Credentials – our credentials exceed most investment advisors. We hold the following credentials that help us manage your wealth: CFA®, CPWA®, CPA, CFP®, and CA

  3. One stop finances – Many investment managers only focus on investments, while we offer a holistic wealth management approach that takes into account all areas of your wealth.

Building wealth with our firm as your advisor is more than managing investments. We listen. We discuss. We build, in pursuit of your financial dreams.

Contact us today!

We invite you to request a consultation to learn more about how we can help you.
Phone: (714) 731-4771
Email: milind@suryacapitalwm.com