Higher growth and inflation held policy rates and bond yields at elevated levels stemming from recent hiking schedules. As growth estimates were marked up, expectations for Fed cuts declined although some form of cut(s) is still expected this year. Read more in the attached document and on our website.
Vardhan Wealth Management
Investment Management
Farmington Hills, Michigan 786 followers
Vardhan Wealth Management is an independent firm that helps successful families protect wealth and prosperity
About us
Vardhan Wealth Management is an independent firm that helps successful families protect wealth and prosperity. We take a holistic, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes. Importantly, our independence frees us to pursue your best interests and fulfill our mission to provide the peace of mind to enjoy your successes and continue making a positive and lasting impact. Investment advisory and financial planning services offered by Investment Advisory Representatives through Summit Financial, LLC, ("Summit"), a SEC-Registered Investment Advisor, doing business as Vardhan Wealth Management. Securities brokerage offered by Registered Representatives through Private Client Services, ("PCS"), Member FINRA/SIPC. Summit and PCS are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We do not accept endorsements or recommendations.
- Website
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http://www.vardhanwealth.com
External link for Vardhan Wealth Management
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Farmington Hills, Michigan
- Type
- Partnership
- Founded
- 2021
Locations
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Primary
Get directions
27555 Executive Dr
Suite 190
Farmington Hills, Michigan 48331, US
Employees at Vardhan Wealth Management
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Monish Verma, CRPS®
Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024)
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Jeane Silerio Koots
Sr. Registered Client Associate at Vardhan Wealth Management
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Kory Frost, CFP®
Director of Planning & Strategy at Vardhan Wealth Management
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Renee Wahl
Director Of Operations at Vardhan Wealth Management
Updates
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Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024)
I am proud to announce that I have been recognized on @AdvisorHub’s 100 Fast-Growing Advisors To Watch list for the third year in a row! While my name is on this award, this achievement belongs to the entire Vardhan Wealth Management team. I am grateful for the hard work and dedication they bring to our clients each day. Thank you also to all our clients for the continued trust and confidence you place in us so that we can do what we love… helping you live your lives with clarity, confidence and peace of mind. Click here for full list and methodology: https://lnkd.in/gGNNtxYx
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Vardhan Wealth Management reposted this
Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024)
Still reminiscing about the very productive time in Las Vegas at the Barrons Team Summit. It was an informative and action-packed few days hearing best-practices from other top performing teams across the industry as well as collaborating with peers one-on-one to share ideas. I was very honored to share the stage with other successful advisors to discuss best practices for maintaining an efficient, cohesive, and successful team. Events like this leave me energized and enthusiastic about the future of our business. I look forward to implementing these takeaways with my team and Summit Financial partners and continuing to elevate our client experience. #rias #wealthmanagement #BATeams #vardhanwealth Photography Credit: LILA PHOTO Barron's Advisor LILA PHOTO
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Vardhan Wealth Management reposted this
It’s a Vardhan-versary!! Congratulations to Monish Verma, CRPS® and the incredible Vardhan Wealth Management team on three years of independence!! The Summit Financial family is proud to be your partner and we look forward to many more years of collaboration, growth, and success ahead. #wealthmanagement #rias #powerofpartneredindependence #summitstrong
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I look forward to attending the upcoming @BarronsAdvisor Teams Summit, where I’ll be speaking as a panelist to advisors and their teams on The Playbook for Creating and Maintaining a Well-Oiled Team. #BATeams is sure to be an inspiring few days of valuable content, engaging sessions, and creating and deepening of industry relationships. Check out the full agenda here: https://lnkd.in/g2T36c9H #wealthmanagement #summitstrong
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Vardhan Wealth Management reposted this
We are thrilled to announce that our Founding Partner, CEO Monish Verma was recognized by as a Forbes 2024 Best-In-State Wealth Advisors. “Being recognized alongside other incredibly deserving wealth advisors is an honor,” said Monish. “I am proud of my entire team. Their dedication to our work inspires me to continue empowering our clients to simplify, protect, and grow their wealth.” Visit the following link to view Forbes' publication: https://lnkd.in/gbG4YmV9
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We are thrilled to announce that our Founding Partner, CEO Monish Verma was recognized by as a Forbes 2024 Best-In-State Wealth Advisors. “Being recognized alongside other incredibly deserving wealth advisors is an honor,” said Monish. “I am proud of my entire team. Their dedication to our work inspires me to continue empowering our clients to simplify, protect, and grow their wealth.” Visit the following link to view Forbes' publication: https://lnkd.in/gbG4YmV9
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Vardhan Wealth Management reposted this
Founding Partner, CEO at Vardhan Wealth Management | Recognized as a Forbes Best-in-State Wealth Advisor (2024)
Understanding the Step-Up in Basis.