Ajay Kaisth (CFP®, CRPC®, MA)

Ajay Kaisth focuses in the
following client markets or areas of practice:

Business Owners

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Planning Specialties

We help our clients get their financial house in order, and help them ensure it remains that way, as a fiduciary to them, at a fair and transparent price, avoiding conflict of interest.

We accomplish this through financial planning and wealth management advice that could include the following:

Cash Flow Planning
Net Worth Planning
Risk & Insurance Planning
Investment Planning
Tax Planning
Estate Planning
College Planning
Charitable Planning

Additional Information

Our aim is to help you achieve peace of mind regarding your finances through sound advice, by guiding you through the several financial decisions you will face in your lifetime.

We offer financial planning services to help balance your resources and spending with your lifetime goals. We offer investment management services to help you grow your assets so that you can achieve your goals with the level of risk you are comfortable with.

We keep our costs low by using technologically advanced tools and techniques, a disciplined approach, and have a low over-head. We share the savings with you.

We accept no commissions or any other payments from any financial product or service provider. As fiduciaries, we work only for you, in your best interest.