At Mehrotra Group Private Wealth Management, we build relationships with each client as though they were part of our own family. We build these long lasting, multi-generational relationships through superior client service with a high level of trust.

Our priority is to understand clients and help them identify their dreams and goals. We partner with them and advise on the implications of the financial and personal choices they need to make at each stage of their lives.

Our practice focuses on working with high net worth professionals, business owners, individuals and retirees. We are committed to serving clients as unique partners that require unique solutions. In collaboration with our advanced financial planning team, we provide well-thought-out strategies to help build and sustain wealth throughout retirement.

Meet Our Team