Perceptive Wealth Advisors (PWA) is a Fee-Only Registered Investment Advisory firm founded by Amol Desai, CFA, MBA. We focus on deeply listening to you and understanding your individual circumstances, goals and aspirations. PWA creates a custom solution by building a financial plan specifically designed for you and managing your investments with purpose. We take pride in collaborating with you to help you live a life you dream of and deserve. Our clients have worked hard on their education in the pursuit of secure future for themselves and their future generations. They are young and mid-career professionals such as engineers, doctors etc. who are keen on building a rewarding life for their families without having to worry about their long-term financial stability. We also specialize in working with first-generation immigrants who came to this land of opportunities for higher education. Perceptive Wealth Advisors enjoys partnering with you to provide guidance about the financial system here and effectively utilizing it to build your future. Clients approaching retirement often rely on us to provide clarity around financial decisions they face while transitioning to retired life. We love when our work helps you feel comfortable and confident about your financial security. Our founder’s rigorous training through MBA and CFA programs, diverse industry experience and our passion to create insightful financial solutions allow us to serve small business owners so that they can focus more on pursuing their passion and enjoy the process of implementing their vision.