Some Common Frequently Asked Questions From Our Clients

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.

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.

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.

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.

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.

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.

The CEPA program is the most widely endorsed and accepted exit planning designation in the marketplace. A CEPA sets the business owner on a path to protect what they have and grow value rapidly. They know how to expand exit options and create high transferrable value in good times and in challenging market conditions. A CEPA helps an owner realize and achieve all their business and personal goals.

Get started in 3 easy steps:

1. 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.
2. Let us partner with you to create a customized financial plan and investment strategy
3. 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.