What We Offer

At Dattani Wealth Advisory Group, we recognize that high net worth clients have complex needs. We work with you to provide customized solutions for your unique family investment and estate strategies. 

Investment Management

• Create a personalized portfolio that aligns with your goals, risk tolerance, timelines, and tax efficiency

• Manage potential risks by creating a diversified portfolio that takes into consideration the impact of economic, geopolitical, and tax issues that can affect your long term goals

• Communicate with you to ensure your portfolio reflects both your dynamic personal situation as well as changing market conditions 

Estate Planning And Charitable Gifting

Estate Planning involves outlining instructions for passing on your wealth and can include various documents, products, and solutions to help ensure your goals are carried out as intended. A comprehensive estate plan will help minimize tax and undue stress on your family and loved ones.

Gifting to charities or family members requires thoughtful planning. We not only help you maximize your donation, but also work with you to ensure any gifts to family members are protected. Some services offered in collaboration with TD specialists.

Tax Planning & Insurance Solutions

We help preserve your wealth with tax-efficient strategies:

  • Ensure you are maximizing all the tax opportunities available to you
  • With our years of experience and tax expertise, we help you navigate through complex structuring and planning
  • Constantly monitor changes to tax legislation and make adjustments when necessary
  • Collaboratively work with your personal tax advisors to ensure that everything is aligned to meet your long term goals