sanskar means "personal values"
founded in 2000, sanskar was built on the belief that
strong family values and sound financial planning go hand in hand.
for over 20 years, sanskar has provided ongoing financial advising services with a personalized touch, helping families build their net worth and guiding the next generation to do the same.
our client value
to middle class families with net worth of $2 million or less,
sanskar advisors
provides
financial planning, retirement planning (employer 401k, IRAs), tax preparation, and a high dividend global portfolio,
because we believe middle class families deserve high quality advice & investments equally as high-net worth families.
600+ clients and counting
we have served over 600 clients across tax, accounting, and money (investment) management, with many of them having been with us for over 20 years through various life stages and the different financial planning needs that come with those. our approach is client-first, with no hidden agendas -- just sound advice and support through every stage of life.
325
tax clients
25
business & non-profit clients
200
money mgmt. clients