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From Financial Complexity to Clarity
Your 4-Step Roadmap for Confident, Tax-Smart Wealth Building in the U.S.
For first-generation immigrant families juggling RSUs, taxes, college planning, and long-term wealth — here’s how we simplify it.
20+ Years in Global Financial Services Fiduciary, Fee Only Advice
Specialized in Immigrant Wealth Challenges
“We finally understood our taxes, RSUs, and long-term plan for our kids. Abhishek simplified everything we struggled with for years.”
— Tech Professional, Bay Area
A proven process
We specialize in helping first-generation immigrant families build long-term wealth with clarity and confidence. Our proven four-step process transforms complexity into actionable strategies, ensuring every decision aligns with your family's unique goals and values.
From understanding where you are today to designing a global investment portfolio and providing ongoing support, we walk beside you every step of the way.
Our Proven Four-Step Process
Step 1 — Discovery & Diagnostic
Goal: Understand your goals, challenges, taxes, and risks.
What you get:
  • A diagnostic of your current portfolio
  • Identification of tax inefficiencies
  • Clarity on your short & long-term priorities
  • Risk + goals alignment check
Deliverable: A comprehensive financial assessment report that provides complete transparency into your current situation and lays the foundation for strategic planning.
Step 2 — Your Customized 20-Year Roadmap
Goal: We create a personalized, multi-decade plan that brings your financial future into focus. This isn't guesswork—it's data-driven modeling tailored to your family's unique circumstances and aspirations.
What you get:
  • 20-year projections for income, wealth & retirement
  • Tax-efficiency modeling for RSUs/ESPP/401(k)
  • College planning roadmap
  • Personalized cash-flow strategy
See What Your Family’s Roadmap Could Look Like
Most families leave our first meeting feeling significantly clearer and more confident.
Get your complimentary downloadable roadmap and see how we would model a real family.
Step 3 — Portfolio Design & Implementation
Goal: Build a globally diversified, tax-optimized, inflation-resilient portfolio.
What you get:
  • US + International + Real Estate + Alternatives
  • No-bond or low-bond portfolios available
  • Buffered ETF and risk-managed strategies
  • Automated rebalancing & tax-loss harvesting
Step 4 — Ongoing Behavioral & Financial Coaching
Goal: Ensure long-term success and peace of mind.
What you get:
  • Quarterly check-ins
  • Tax timing strategy
  • RSU liquidation planning
  • Life-events planning (home, kids, parents)
  • Unlimited guidance as life changes
What makes us different
Specialized for Immigrant Families
We understand remittances, global assets, parents in India, and managing finances across two countries.
Tax-First Planning
RSUs, ESPPs, capital gains, AMT, real estate — we plan around taxes to increase net returns.
Modern Portfolio Construction
Alternative assets, buffered ETFs, international tilts, inflation-resilient strategies.
Fiduciary Advice + Transparent Pricing
Advice aligned with your goals — no hidden commissions.
Mini case studies
Tech RSU Overexposure (Seattle)
Challenge: 62% portfolio in one employer
Solution: Diversified into global model
Result: Reduced risk by 45%, improved projected returns by 1.2% annually
High-Income Family Paying Too Much Tax (Bay Area)
Challenge: Large capital gains + RSU vesting tax
Solution: Coordinated tax-loss harvesting + Charitable Land Donation
Result: ~$50,000 tax savings for current year tax filings
Conservative Immigrant Couple with Cash Drag (New Jersey)
Challenge: $1MM sitting idle for 5+ years
Solution: Built customized moderate risk portfolio + buffered ETFs
Result: Improved projected 20-yr outcome by ~$1.5MM+
Who We’re the Best Fit For
Target Audience
We serve individuals and families—often first-generation immigrants—with $250K to $5M+ in investable assets who want a long-term advisory relationship, not a one-time plan.
Transparent Pricing & Fiduciary
Our pricing is simple and transparent: a flat annual planning fee (waived in many cases) + AUM-based portfolio management. As a registered fiduciary, we are legally required to act in your best interest—always.
What happens when you book a call?
Understand Your Situation
We'll have a focused 60-minute call to thoroughly understand your unique financial situation and goals.
Custom Mini-Roadmap
We'll build a personalized mini-roadmap, outlining potential strategies tailored specifically for you.
Gain Clarity
You'll receive clear insights on taxes, investments, and actionable next steps forward for your financial future.
You Decide, No Pressure
Empowered with information, you can decide if our partnership makes sense for you—with absolutely no obligation.
Ready to build wealth with clarity and confidence?
Invest Peacefully is a registered investment advisor committed to empowering first-generation wealth builders with tailored financial strategies. We are a fiduciary, always acting in your best interest.
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