A complete list of active advisors currently associated with Shah Wealth Advisors

Warmer can help you find a great advisor at Shah Wealth Advisors or one who fits your needs even better.

Shah Wealth Advisors provides discretionary and non-discretionary investment management and related financial planning services to pooled and institutional clients as well as to family offices, trusts, private foundations, donor-advised funds and qualified retirement plans. The firm describes services that cover portfolio construction, ongoing monitoring, and tailored financial planning recommendations across a range of client types and organizational structures. The firm’s investment approach is described as long-term and fundamentals-driven, with portfolios typically composed of mutual funds, ETFs and individual equities and, where suitable, alternative investments such as private funds, 1031-exchange Delaware Statutory Trusts (DSTs) and structured notes. Shah Wealth Advisors also recommends and monitors External Managers when appropriate and customizes asset allocation based on each client’s goals, risk tolerance, time horizon and tax considerations. What distinguishes Shah Wealth Advisors from many peers is its stated compliance and service relationships that indicate a connection to a law‑firm-affiliated compliance provider (the brochure lists Dinsmore Compliance Services in its contact information). The firm also discloses retirement plan consulting capabilities and an explicit practice of recommending and selecting other advisers for clients’ assets — activities that are comparatively less common among managers in this category — and it notes that some staff operate in dual roles as registered representatives and licensed insurance professionals.

To learn more about the advisors currently working at Shah Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.