Wealth Partners

The Mehta Team

At The Mehta Team, we believe the best way to serve our clients is to genuinely care for every family's wellbeing. The clients we support are often experiencing a life transition, such as retirement, the sale of a business, a growing family or another event. They turn to us to help thoughtfully guide them toward the next chapter in their lives—so they grow and preserve their wealth and seamlessly move forward. To deliver this personalized service, we know our clients in-depth and create financial plans that center around their unique priorities. With this understanding, we design the specific service infrastructure that we believe will meet their needs. As a multi-generational team, every person has a specific role and skillsets that complement our capabilities and enhance our client service. Empowering our clients to make informed decisions inspires us daily, whether we're creating tax-minimization strategies or teaching the next generation how to invest.

Areas of focus
We provide complete financial support where all members of our team work together to foster a robust advisory relationship. We also have deep experience with the following financial priorities:

• Financial planning
• Concentrated stock management
• Transition planning
• Exit strategies
• 401(k) plans
• Tax-efficient wealth transfer
• Multi-generational wealth education

The clientele we support
We support a diverse clientele who are accumulating wealth and are united in their goal to have meaningful guidance and high-touch service. We also often support the following types of clients:

• Tech companies
• Corporate executives
• Chief Executive Officers
• Physicians
• Business owners
• Sports and entertainment professionals
• Domestic partners

No matter our clients' goals, we remain committed as fiduciaries to prioritizing their needs and listening closely to what matters to them. Our aim is to simplify clients' lives and give each person back the time to do what inspires them.