Vardhan Wealth Management

I'm excited to attend the upcoming #BAIndependent Summit, where I'll be speaking to the nation’s most accomplished independent financial advisors about the unique needs and demands of their channel. My session: Crafting Enduring Legacies: Taking the Long View with Holistic Tax & Estate Solutions. Barron's Advisor

#Privatewealth is gaining traction, with new #investment vehicles emerging to broaden access. But as demand rises, so do the risks, and a thoughtful approach is key. In Steve Garmhausen’s The Daily Upside, our CEO Monish Verma, CRPS? Verma shares insights on the importance of due diligence when selecting private credit managers. Experience matters - an #equity manager pivoting to private credit overnight raises red flags. At Vardhan, we prioritize partners with a proven track record. Learn more by reading the article here:

#Privatewealth is gaining traction, with new #investment vehicles emerging to broaden access. But as demand rises, so do the risks, and a thoughtful approach is key. In Steve Garmhausen’s The Daily Upside, our CEO Monish Verma, CRPS? Verma shares insights on the importance of due diligence when selecting private credit managers. Experience matters - an #equity manager pivoting to private credit overnight raises red flags. At Vardhan, we prioritize partners with a proven track record. Learn more by reading the article here:

We are excited to announce that InvestmentNews has recognized our Founding Partner & CEO, Monish Verma, CRPS? as one of the Top Financial Advisors in the USA for 2025, coming in at #39! This prestigious acknowledgment highlights his exceptional AUM and client growth, underscoring the top-tier service the entire Vardhan Wealth Management team delivers?to clients and prospects.

Valentine's Day is a great reminder to appreciate and care for the people we love. While we celebrate those relationships, it's also a prudent time to think about how we can ensure their future is protected.?Estate planning, while not the most romantic topic, is an essential step in making sure your loved ones are cared for should something happen to you. Having a plan in place provides for their financial security, clarifies your wishes, and avoids additional stress during difficult times. It’s a practical way to show you care and protect their future. So, as you celebrate love today, take a moment to consider how estate planning can be a meaningful way to care for those who matter most.

Fourth quarter U.S. GDP growth slowed from 3.1% in Q3 but remained solid at an annualized 2.3% rate, driven by a resilient consumer and increased government spending.

We are thrilled to unveil our newly redesigned website, thoughtfully crafted with our valued clients and partners in mind. This refreshed platform offers a refined user experience, and a wealth of resources designed to keep you informed, inspired, and more effectively highlight the elevated services and solutions we deliver to our clients. We invite you to explore the new site and discover how we can be partners in your prosperity. www.vardhanwealth.com #RIA #FinancialPlanning #ClientExperience #IndependentWealthManagement

January is #FinancialWellnessMonth! We’re reminded of the importance of aligning our financial choices with our values and goals. Financial wellness isn’t just about building wealth — it’s about attaining lasting financial health so you can have peace of mind and empower yourself to enjoy a life of freedom and prosperity. At Vardhan Wealth, we believe that true financial wellness?stems from clearly defining your goals, making informed choices, and having a committed partner to support and guide you at every stage of your journey.

Today, on Martin Luther King Jr. Day, we pause to reflect on the life and lasting impact of this extraordinary leader. Dr. King reminded us of the vital importance of character, famously stating, "The time is always right to do what is right." Let us all be inspired to embody his message of justice, equality and compassion in our actions every day. As we honor his legacy, we are motivated to uphold these values in how we serve our clients, contribute to our communities, and work toward a more inclusive future.