Wealth Partners
The Akselrad Gupta Group

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2021 • 2020

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020
About The Akselrad Gupta Group

Welcome

Our team advises high-net worth individuals and families on all aspects of wealth management, taking a holistic approach to providing tailored strategies in a variety of areas—including investment management, lending, and wealth advisory. We are committed to delivering the highest quality service and advice to our clients and to achieving a standard of excellence in everything we do.

Meet Our Team

Insights

Wealth Planning

Three ways you can amplify your impact as a donor

September 17, 2024We’ve collected top actions donors are taking.Read Now
Markets

How did the markets respond to the U.S. Presidential debate?

September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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