NRI Wealth

Small Business Owner in Santa Clara

NRI Wealth

Small Business Owner in Santa Clara

Visit my company website

At NRI Wealth Management we offer a wide range of financial servicesand advice to our clients, including personal wealth management, tailored financial planning, tax planning, and coordination and advice on trust and estate planning. Recognizing that each client's life and financial situation is unique, we create customized plans designed to meet their specific needs and goals. Since our founding in 2003, we have developed some of the most experienced, comprehensive, and technically advanced tax planning capabilities in the industry.