Wealth Management

Generating wealth takes time and requires consistent, reliable returns from your investments. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners like you, providing for business continuity and succession of ownership is essential. Regardless of your stage in life, or your company's position in the marketplace, meeting your financial goals means keeping a dynamically managed, diversified portfolio and planning for the future.

At Chawla & Associates we understand your desire to manage and protect your family’s wealth. We assist our business clients to develop a plan for transferring their assets that will minimize gift and estate taxes and maximize asset preservation. We effectively coordinate regularly with attorneys and executors on the accounting and business aspects of administering estates.

We provide a variety of consulting services including the following:

• Business Planning for Startups
• Buying and Selling Businesses
• Succession Planning
• Retirement & Estate Planning
• College Planning