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
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
Investing
Quick shot: Build it and they will come: The Fed’s latest support measures
March 20, 2023The formal job of the Fed is to keep inflation in check and maximize employment, but our central bank also serves a crucial role as the bedrock of the banking system.Read Now
Investing
Quick shot: How is today's market different from 2008?
March 19, 2023The recent banking turmoil seems to be, at least in part, a symptom of the rapid monetary policy tightening seen over the last year.Read Now
Cybersecurity
Three Cybersecurity Trends to Watch Out for in 2023
March 16, 2023Sophisticated phishing, vishing and ransomware campaigns could be aimed at a widening field of targets – but there are things you can do to protect yourself.Read Now
Investing
Quick shot: Preference matters in preferreds right now
March 16, 2023Thursday brought a quieter day for investors following a heavy week of bank-related headlines.Read Now
Investing
Quick shot: The February CPI print: In-line, but still too hot
March 14, 2023Hidden behind ongoing bank headlines was the Consumer Price Index (CPI) release of February inflation data on Tuesday morning.Read Now
Investing
Quick shot: The latest on banks, and how markets are reacting
March 13, 2023Since the first warning sign from Silicon Valley Bank (SVB) last Wednesday, both large and regional bank stocks have seen some intense downside pressure.Read Now
Investing
Quick shot: SVB, Signature and the rest: 4 questions, 4 answers
March 12, 2023Silicon Valley Bank (SVB) imploded last week, marking the largest bank failure since 2008 (and the first since 2020).Read Now
Investing
Markets holding on despite warning signs
March 12, 2023Following the failures of Silicon Valley Bank and Signature Bank, markets are seeing heightened volatility. Bank stocks saw tremendous pressure but the broad U.S. stock market held up relatively well.Read Now
Investing
Private Markets: 4 steps to help you optimize your allocation to alternatives
March 9, 2023Read NowInvesting
Quick shot: Build it and they will come: The Fed’s latest support measures
March 20, 2023The formal job of the Fed is to keep inflation in check and maximize employment, but our central bank also serves a crucial role as the bedrock of the banking system.Read NowInvesting
Quick shot: How is today's market different from 2008?
March 19, 2023The recent banking turmoil seems to be, at least in part, a symptom of the rapid monetary policy tightening seen over the last year.Read NowCybersecurity
Three Cybersecurity Trends to Watch Out for in 2023
March 16, 2023Sophisticated phishing, vishing and ransomware campaigns could be aimed at a widening field of targets – but there are things you can do to protect yourself.Read NowInvesting
Quick shot: Preference matters in preferreds right now
March 16, 2023Thursday brought a quieter day for investors following a heavy week of bank-related headlines.Read NowInvesting
Quick shot: The February CPI print: In-line, but still too hot
March 14, 2023Hidden behind ongoing bank headlines was the Consumer Price Index (CPI) release of February inflation data on Tuesday morning.Read NowInvesting
Quick shot: The latest on banks, and how markets are reacting
March 13, 2023Since the first warning sign from Silicon Valley Bank (SVB) last Wednesday, both large and regional bank stocks have seen some intense downside pressure.Read NowInvesting
Quick shot: SVB, Signature and the rest: 4 questions, 4 answers
March 12, 2023Silicon Valley Bank (SVB) imploded last week, marking the largest bank failure since 2008 (and the first since 2020).Read NowInvesting
Markets holding on despite warning signs
March 12, 2023Following the failures of Silicon Valley Bank and Signature Bank, markets are seeing heightened volatility. Bank stocks saw tremendous pressure but the broad U.S. stock market held up relatively well.Read NowInvesting
Private Markets: 4 steps to help you optimize your allocation to alternatives
March 9, 2023Read Now
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