Neil Jesani Wealth Management, LLC

Neil Jesani Wealth Management, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Neil Jesani Wealth Management, LLC, Financial planner, 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL.

As a registered investment advisory firm and fiduciary, our primary objective when making a decision for you is ensuring that we are acting in our clients best interest, above all else.

09/18/2025

Most people (Retail Investors) don’t invest in stocks... They invest in headlines.

When a friend mentions it… when it’s all over the news… that’s usually when institutional traders are already pairing down their positions.

Andrew Constantinides, CFP®, explains why most average investors don’t have the time, research, or structure to evaluate individual names properly, and how chasing popular stocks can often mean buying at a premium.

If your wealth is concentrated in company stock through RSUs, ISOs, or founder equity, we help clients like you transition into institutional-grade portfolios using our proprietary 3D Asset Allocation strategy.

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

09/15/2025

Institutional investors don’t have short-term memory. They build portfolios using data that stretches back to the late 1800s, because history leaves clues.

In this video, Andrew Constantinides, CFP®, breaks down how institutions use that long-view mindset to manage risk, avoid unnecessary drawdowns, and structure portfolios that can thrive in any market environment.

He revisits the Lost Decade (2000–2015), highlighting how the S&P 500 and Nasdaq struggled post–dot-com bubble and again during the 2008 financial crisis, while institutions adjusted their allocations accordingly.

That’s the foundation of our 3-Dimensional Asset Allocation Strategy. We help clients reduce exposure to concentrated risk and plan for the future with confidence.

If you're managing significant assets and want to invest like institutions do, visit our website to book a free strategy call.

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

Roth Conversion: Smart or Risky?This is one of the most common questions we get from clients, especially those in higher...
09/11/2025

Roth Conversion: Smart or Risky?

This is one of the most common questions we get from clients, especially those in higher tax brackets.

In our latest video, Andrew Constantinides, CFP® breaks down:

✔️ Why Roth conversions can be powerful
✔️ When they become tax traps
✔️ The 27% rule you need to know
✔️ What most investors overlook when thinking long-term

If you’re thinking about legacy planning, minimizing future tax liability, or building tax-free income streams in retirement, you’ll want to watch this.

🎥 Watch the full video on YouTube: https://www.youtube.com/watch?v=KVo5-bpxPM0

08/27/2025

What’s the best way to fund your Roth account?

In Part 1 of this video series, Andrew Constantinides, CFP®, breaks down the most effective and most overlooked method: contributing through your employer’s Roth 401(k), if it’s available.

✅ Contribute up to $23,500 annually through your employer plan
⚠️ Only $7,500/year is allowed in a personal Roth IRA — and that phases out based on income
❌ If you make over $165K (single) or $246K (joint), you may not be eligible at all

Most people are surprised to learn how limited their options are once income crosses a certain threshold.

We’ll be covering backdoor Roth conversions and other advanced strategies in future videos, so follow us and stay tuned.

If you're a high-income earner looking for better ways to plan for tax-free income in retirement, visit our website to see how we help clients build multi-asset class portfolios with long-term tax efficiency in mind.

Disclaimer:

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

📉 The NASDAQ 100 just hit bear market territory. The S&P 500 didn’t. What does that mean for what’s next?From February 1...
08/25/2025

📉 The NASDAQ 100 just hit bear market territory. The S&P 500 didn’t. What does that mean for what’s next?

From February 19 to April 8, 2025, the NASDAQ 100 dropped 22.9% — officially entering a bear market.

In the same period, the S&P 500 declined by 18.9%, stopping just short of the 20% threshold that typically signals a bear.

This isn’t the first time this divergence has happened — and history gives us clues about what’s likely to follow.

💡 If your portfolio exceeds $5 million and you’re looking for institutional strategies to prepare for what’s ahead, visit our website to learn how we can help through our 3-D Asset Allocation approach.

Disclaimer:

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

Last week, we hosted an exclusive gathering at the Porsche Design Tower for a select group of clients and prospective cl...
08/18/2025

Last week, we hosted an exclusive gathering at the Porsche Design Tower for a select group of clients and prospective clients in South Florida.

With market shifts, upcoming tax changes, and estate planning updates on the horizon, our team shared how we’re helping clients prepare for 2026 and beyond, from portfolio strategy and risk management to legacy planning and institutional diversification.

This wasn’t just another investment talk. It was a look inside how our multi-family office brings personalized guidance and institutional-grade solutions to families looking to protect and grow their wealth.

If you have $5M+ in investable assets and want to be considered for future private events, reach out to learn more about how we work — and what sets us apart.

08/05/2025

Opportunity Zones are back, but this time, the benefits aren't quite the same.

In this video, Andrew Constantinides, CFP®, revisits the original Opportunity Zone program created under the 2017 Tax Cuts and Jobs Act, which allowed investors to defer capital gains until 2027 by reinvesting proceeds into designated Opportunity Zone projects.

He explains how the program gave investors the chance to take gains from the sale of property, stock, or other appreciated assets and roll them into qualified Opportunity Funds, offering both deferral and potential long-term tax benefits.

But with the latest update nicknamed the “Big Beautiful Bill,” many were hoping for an extension beyond the December 31, 2026 deadline. That didn’t happen.

Instead, investors are now being offered a second round of the same structure, but without the enhanced incentives that made the original version so attractive.

Andrew breaks down what this means for investors today and why Opportunity Zones may not carry the same appeal they once did.

At Neil Jesani Wealth Management, we help clients evaluate private investments like these within a broader, tax-efficient framework through our 3D Asset Allocation Strategy, so you’re not relying on tax headlines to shape your wealth strategy.

Visit our website to learn more.

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk, including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

At Neil Jesani Wealth, we operate as a true multi-family office—placing you and your family at the center of a coordinat...
06/26/2025

At Neil Jesani Wealth, we operate as a true multi-family office—placing you and your family at the center of a coordinated strategy designed to protect, grow, and transition wealth across generations.

Our clients don’t just get financial advice—they gain a dedicated team that works together to manage every aspect of their financial lives, including:

- Financial Planning

- Wealth Advisory

- Estate & Trust Strategy

- Investment Portfolio Oversight

- Tax Planning & CPA Support

- Insurance Structuring

- Fiduciary and Trustee Guidance

This is how the ultra-wealthy manage their wealth—and it's how we serve every client we work with.

If you're looking for a team that understands your complexity and plans with the long view in mind, visit our website in the bio to learn how our 3D Asset Allocation Strategy can support your goals.

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk, including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

The Science of High-Growth Portfolios Starts with Diversification.This chart breaks down how multi-asset class portfolio...
05/05/2025

The Science of High-Growth Portfolios Starts with Diversification.

This chart breaks down how multi-asset class portfolios are structured to help reduce risk and unlock long-term growth—something traditional 60/40 models can’t always deliver.

If you have a $5M+ investment portfolio and want to diversify like institutions do, visit our website in the bio to learn how our 3D Asset Allocation Strategy can help.

This is not, and should not be considered Investment advice. Please consult with your financial advisor before making any investment decisions. Investing involves a certain degree of risk including the potential for loss of principal. Past performance does not guarantee future results. Material provided for informational purposes only.

Curious how the market shaped up in the final stretch of 2024? Swipe through our Q4 and year-end report to see how U.S. ...
01/30/2025

Curious how the market shaped up in the final stretch of 2024? Swipe through our Q4 and year-end report to see how U.S. stocks performed, broken down by size (small, mid, large) and style (value vs. growth).

We’re also highlighting the returns for the major indices in Q4 and YTD, giving you a clearer picture of the broader market’s direction.

Want to discuss how these trends may impact your portfolio? Reach out to our team, we’re here to help you chart your path forward.

https://neiljesaniwealth.com

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1300 Sawgrass Corporate Parkway, Suite 130
Sunrise, FL
33323

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