Meet the Team
We are a team united by our core values and a mission to create lasting wealth for families while striving to democratize wealth creation. Guided by a shared purpose, we work collaboratively to deliver wealth, pride, and peace of mind, empowering our clients to achieve their goals and build a secure, meaningful future.
Our Team
Co-Founder
Nanda Sringari
​Nanda is an innovative financial professional who designs solutions that empower clients to take control of their financial futures through creative approaches.
Co-Founder
Tara Sringari
Tara Sringari is a dynamic and forward-thinking financial strategist who believes that true financial empowerment extends beyond numbers—it’s about people, conversations, and creating a lasting legacy.