Vardhan Wealth Management

www.vardhanwealth.com

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 through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Vardhan Wealth Management (2755 Executive Drive, Suite 190, Farmington Hills, MI 48331-3550; Telephone: 248.365.4440; Fax: 248-365-4446). Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207(“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit. 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. I cannot accept endorsements or recommendations. 0504021-0391

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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 through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Vardhan Wealth Management (2755 Executive Drive, Suite 190, Farmington Hills, MI 48331-3550; Telephone: 248.365.4440; Fax: 248-365-4446). Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207(“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit. 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. I cannot accept endorsements or recommendations. 0504021-0391

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Country

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State

Michigan

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City (Headquarters)

Farmington Hills

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Employees

1-10

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Founded

2021

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Potential Decision Makers

  • Founding Partner , Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Operations

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    Phone (***) ****-****
  • Director of Planning and Strategy

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Registered Client Associate

    Email ****** @****.com
    Phone (***) ****-****

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