Desai Wealth LLC

Desai Wealth provides discretionary investment management and related financial planning to a mix of individuals, high‑net‑worth clients, endowments and foundations, and state or municipal government entities. The firm also offers retirement plan advisory services and serves as an ERISA fiduciary for plans, providing 3(21) and 3(38) services such as vendor analysis, IPS design, participant education tracking, benchmarking and ERISA 404(c) assistance.

Portfolios are built from customized strategies informed by fundamental analysis and ongoing client contact; investment implementation is primarily through individual equities, with supplemental use of ETFs and low‑cost mutual funds, including ESG‑focused vehicles. The adviser generally pursues a long‑term orientation but will execute shorter‑term trades for rebalancing, tax harvesting, cash needs, or other tactical reasons and may retain legacy positions for tax or fit considerations.

Noteworthy aspects include the firm’s emphasis on retirement‑plan consulting and fiduciary plan services—an uncommon offering among peers—and its small, newly established profile with modest reported assets under management and a stated minimum relationship size that can be waived. The adviser also makes performance‑based fee arrangements available to qualified clients, and combines institutional plan fiduciary work with individualized, stock‑centric portfolio construction and ESG options.