Feel empowered, confident and in control
We are a fee-only financial planning and investment management firm specializing in business owners and executives on the path to financial freedom.
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How We Can Help You
Executives
Meet Alicia
Alicia is a Vice President at a pharmaceutical firm. This is her dream job and she’s on track to be a senior executive in the next five years. With managing a team and her frequent travel she has very little time and a lot of questions. Over 25% of my salary is in equity stock compensation, how much is it worth? How do these options impact my taxes? Where should I put the excess cash I have? My daughter is heading to college in five years; have I saved enough to cover 70% of the cost of college?
Business Owners
Meet Brandon and Layla
Brandon and Layla are joint business owners of Elite Tutors LLC. The lines between their business and personal income are blurry. With young children, they are worried what would happen to their income if anything happened to them and they are not sure if they’re making smart choices with their money. How can I start saving outside of my business? What is the right retirement plan? Should I be providing benefits to my employees? What actually makes my business valuable to an outside buyer?
Business Owners in Transition
Meet Hugo
Hugo has had a successful business for 20+years but longs to be completely free from the day-to-day grind. His wife’s dream is to travel the world and he wants to step back from the business to fulfill it. He realizes the importance of preparing the next generation of leaders. How much money will I need after stepping away? Am I ready to step away? What are my options? How do I minimize taxes in the process?
These are the common questions from our clients:
Why should I choose Adviso Wealth?
Are you looking for your personal CEO who looks at your financial life holistically, incorporating risk management, budgeting, taxes, estate planning and investments? If so, Adviso Wealth is for you. We promise a high-touch service, so you can stop worrying and live an extraordinary life.
Our Principal Financial Advisor, Sweta Bhargav, has two of the best credentials in the finance profession covering financial planning and investment management.
This, coupled with her extensive global and regional experience ensures she can help you with your financial needs.
Are you a fiduciary?
Yes! We are fiduciary advisors, who always act in our client's best interest and will put you first.
The majority of financial advisors are actually brokers or insurance salesmen focused on pushing products for the sake of recieving a commission.
At Adviso Wealth we do not receive any commissions and our pricing is transparent.
How do you get paid?
We are independent, fee-only financial advisors, which means our only compensation comes from the services we provide to you. We do not get paid any commissions, kick backs, “trails,” or any other fees other than from the fees we charge you directly.
Do I need to live in Princeton, NJ to work with you?
Absolutely not! We work with clients all over the country. We have a secure client-only portal to share information and can have meetings over the phone or on zoom.
What is a CERTIFIED FINANCIAL PLANNER™ professional?
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow - CFP Board.
What is a CFA Charterholder?
A Chartered Financial Analyst (CFA®) charter is one of the highest distinctions in the investment management profession. It is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. - CFA Institute.
What is the Certified Exit Planner Advisor (CEPA©?)
How do I get started?
Get started in 3 easy steps:
- Set up a time for a chat by clicking the "Schedule an Appointment" button at the top right hand corner of the website. You can also call our office at 610-840-2622, or email info@demo.advisowealth.com.
- Let us partner with you to create a customized financial plan and investment strategy
- Let's execute the plan together so that no matter what is going on in the world, you are on track to living the life you deserve.
If you’re a business owner or executive who wants to learn more about building wealth, protecting your hard-earned assets, and achieving financial freedom, we would love to hear from you. Together, we can build a richer, more fulfilling life for you and your family.
- 100% Fiduciary
- Independent
- Fee-only
- Commission Free
- CFP Professional and CFA Charterholder
Sweta Bhargav, CFA, CFP®, CEPA®
Principal Financial Advisor
A Little About Us...
I’m a fiduciary advisor who brings passion, purpose, and cross-cultural competency to financial planning and investment management. I empower business owners and executives to build abundant lives on their own terms.
In this economic landscape, it’s not enough to be well educated, hardworking, and focused on saving. In order to build your dream future, you need both an expert advisor and a dynamic financial plan.
That’s why I started Adviso Wealth. We are a fee-only financial planning and investment firm specializing in business owners and executives. As founder and fiduciary financial advisor, I help my clients carve a clear path towards financial independence.
Unlike most advisors, I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. This allows me to make more nuanced and informed investment recommendations to clients from all walks of life. My Certified Exit Planning Advisor (CEPA) credential has prepared me to help business owners accelerate their companies’ value, and establish stronger financial plans. And my international finance background provides me with a deep understanding of the financial challenges faced by immigrant and first-generation Americans.
Prior to founding Adviso Wealth, I was head of the investment committee team, where I researched, selected, analyzed, and customized strategy recommendations for $5B in assets under management. My efforts enabled Merrill Lynch financial advisors to deliver tangible results for their clients’ unique goals, challenges, and needs. Today, I apply this same expertise to helping my clients RISE – reach financial independence, invest smarter, save on taxes, and elevate their lives.
As someone who was raised outside of the United States and moved here in 2016, I have developed a strong sense of cultural and emotional sensitivity. I understand the importance of respecting and valuing diverse perspectives and experiences, and strive to approach every situation with my clients with an open mind and heart.
In my spare time, I find great joy in spending quality time with my husband and toddler. When I’m not with them, you might find me indulging in one of my other passions: the performing arts. Whether it’s attending a play, dance performance, or musical concert, I am always moved by the creative expression and storytelling that the arts offer.
If you’re a business owner or executive who wants to learn more about building wealth, protecting your hard-earned assets, and achieving financial freedom, I would love to hear from you. Together, we can build a richer, more fulfilling life for you and your family.
In my free time, I enjoy spending time with my husband and son, am passionately involved in the performing arts and enjoy reading.
Issues to Consider
1. What Issues Should I Consider During a Recession?
2. What Issues Should I Consider Regarding My Restricted Stock Units?
3. What Issues Should I Consider When Starting a Business?
Tel: 610-840-2622
E:info@demo.advisowealth.com