The Gupta Group
Providing Tailored Investment Solutions to Manage and Preserve Our Clients’ Wealth – One Family at a Time
• Investment management and retirement income planning
• Trust, estate and philanthropic planning strategies
• Lending and liability management
Designations: Senior Vice-President-Investments, CFP(R), CIMA(R), CRPC(R)
The Gupta Group is headed up by Ajay K. Gupta, who has been recognized by Reuters in 2008 as one of America’s Top Financial Advisors. The Gupta Group is a wealth management team providing customized investment solutions to families. It is one of the largest and most respected wealth management teams in San Diego. This highly qualified seven-person team focuses on helping families simplify their complex financial lives while creating customized solutions to address their financial needs. They focus on helping families preserve and grow their wealth, enhance after-tax investment returns, and plan for the distribution of wealth in the most tax-efficient manner1. To accomplish this, they work closely with their clients’ tax and legal advisors to help ensure that a well-thought-out plan is intelligently executed. They believe in building long-term relationships based upon trust and regular communication. Please contact them directly if you would like to schedule a complimentary consultation and portfolio review.
