Sweta Bhargav, CFP®, CFA Adviso Wealth

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About Sweta Bhargav, CFP®, CFA

Becoming a business leader and executive is a height rarely achieved, and it doesn’t happen by accident. You earned your seat and the financial rewards that come with it.

As your financial situation has matured and become more complex are you still managing things the way you did out of college or graduate school?

As a fiduciary financial advisor, I help business leaders and executives using my R.I.S.E. (Reach Financial Independence, Invest Smarter, Save Taxes, Elevate Your Life) method so you can feel confident you have secured your family’s future.

Business leaders come to me when they:
✔ Have a rapidly increasing income and realize that just saving is not enough
✔Have neither the time nor mental energy to properly manage their increasingly complex finances, career and family
✔ Want to figure out what their number is to become financially independent
✔ Realize that given their marginal tax bracket, tax planning is a priority

The landscape has changed for business leaders and my clients are tired of:

❌ Working long hours, traveling, sacrificing family time, and still not knowing if they’re on track to achieve their family’s goals
❌ Figuring out their complete compensation package and the tax consequences
❌ Not knowing how much of their savings they get to keep with future tax rates
❌ Not knowing if their portfolio is properly allocated according to their risk tolerance and time horizon

Within just a few months of supporting business leaders they’re frequently able to:
🎯 Increase wealth and decrease stress
🎯 Feel at ease with a plan they can rely on
🎯 Relax knowing they have a proactive financial partner on their side
🎯 Feel a sense of relief of outsourcing personal finance and investing to a trusted advisor so they can spend time on their career, family, and hobbies

Do you spend the bulk of your time with work, travel, and family responsibilities and not nearly enough energy addressing any gaps in the management of your finances?

That’s where I come into play.

As a CFP Professional and CFA Charterholder with international financial experience, I understand that financial planning for you is highly dynamic, with many moving pieces that are constantly in flux. We focus on partnering with you so you can continue to RISE.

Read Sweta’s blog here: https://www.advisowealth.com/blog

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Ideal Clients

  • Business Executives
  • Business Owners
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Pro Bono

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200+/qtr
  • Flat Fee: $4500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records

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