Sweta has been an invaluable advisor to me. She is knowledgeable, trustworthy and demonstrates true care for her clients. She explains complicated actions very clearly, is responsive and makes it easy to implement successful plans. I have been working with her since 2023 and I feel so much more confident about my financial future.

I found Sweta during a tough time in my life where I didn’t know what to do with a small inheritance from my mother who had passed. Sweta makes me feel safe, secure, and like she actually wants ME to grow and learn. Our partnership has been vital in the continued growth of my and my husband’s business and our personal financial security. I’d suggest everyone contact her; she truly cares and wants the best for her clients!

I recently connected with Sweta to help rebalance my portfolio and identify areas where I was over- or under-exposed as I work toward my financial goals. She took the time to truly understand my needs and conducted a thorough review of my portfolio before recommending a clear path forward. When walking me through the proposed changes, she did an excellent job explaining the rationale behind each decision, which helped me better understand my overall portfolio and strategy. I now feel confident that my portfolio is positioned appropriately, which was exactly what I set out to achieve. I highly recommend her services.

I have been associated with Sweta since 2022 and it has been a great experience because she took time to understand my unique financial needs and created a plan that suit me. She is always available to address any questions or concerns and does bi yearly meetings with me to discuss any changes to my situation and adjust my plan accordingly! Thank you Sweta!

My wife and I very much enjoyed our experience working with Sweta. She is very knowledgeable and was a pleasure to work with. This was our first time working with a financial advisor. Sweta prepared a very detailed, but easy to follow financial plan. Her professional direction has helped us get our financial house in order in preparation for retirement. We truly value our relationship with Sweta and look forward to her continued support in the future.