Email: hello@neiljesani.com
 neil@neiljesani.com
Call/Text: (732) 508-7415
 (954) 800-3025
 neil@neiljesani.com
 neil@neiljesani.com
 (954) 800-3025
 (954) 800-3025

Private wealth management by a trust company

 Customized investment strategies, with ongoing oversight, prudent risk management, objectivity, and tax efficiency

 Individuals stocks portfolio with option hedge strategies with the lowest investment fees in the industry

 Access to some of the best managers for equity alternative investments - VC, PE, REIT and Hedge Funds 

 Portfolio cash management services, bill payment services and access to secured lending

 Multi-generational planning, wealth transfer strategies, trust document reviews and trust administration

 Charitable giving strategies, including donor-advised funds, charitable trust and foundation adminstration

This exclusive private wealth management starts with a minimum of $1 Million+ portfolio 

I would love to send you my Amazon Best-Seller book 
“Win the War for Money & Success" as a gift.

  A practical, readable and a straight forward personal finance self-help book, Neil has done a  superb job of detailing real strategies that can be implemented immediately. Win the War for  Money & Success is a must read for high tax paying individuals and successful entrepreneurs. -Verne Harnish, Founder of the world-renowned Entrepreneurs Organization (EO), with over  14,000 members worldwide; author of many best-selling books including Scaling Up  (Rockefeller Habits 2.0)

  Reminiscent of “Rich Dad, Poor Dad”, Jesani’s book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security. - Ali Velshi, MSNBC Anchor and Business Correspondent for NBC News & MSNBC, Award winning Journalist, and author of Gimme My Money Back.

  Win the War for Money & Success reveals the strategies for people who end up paying a higher  percentage of their income in taxes. A must read! - T Harv Eker, #1 New York Times bestselling  author of Secrets of the Millionaire Mind™

IF YOU’RE LOOKING a investment management of your wealth by the top trust compnay in the country with access to best perfoming exclusive managers with alternative investment options… THEN schedule a call with Neil Jesani NOW!

About The

Neil Jesani

About The

Neil Jesani

My name is Neil Jesani and I'm a President of BeamaLife Corporation, a boutique financial planning firm headquartered in Freehold, NJ with office in Weston, FL. I am also a Certified Financial Planner (CFP). 

Over the last 20 years I have helped more than 3000 Physicians, 1000 Dentists, 600 Independent Pharmacists and other 3000 very successful business owners and senior executives - from across the country.
It doesn't matter how many times I’m featured in Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox business…
 
…or invited to speak at various medical and non-medical national and regional conferences across the country…
 
…or author best-selling books on the subjects of investing, tax and risk management.

What matters most to me is helping you create massive value for you and your clients.

Fiduciary Care: 

The standard of care you deserve by the top Trust Company

Having accumulated higher net-worth, you expect and deserve the highest levels of competency, service and care from your trust company. The fiduciary standard of care is the pinnacle standard in the industry. The fiduciary standard of care is the framework used by our trust company to build our service model and offer customized solutions so that decisions are made in your best interest.

Our fiduciary standard means that we have the responsibility to act solely in the best interest of our clients, under circumstances that require the use of reasonable care, skill, prudent judgment and rigorous accountability on a continuing basis.

A fiduciary has a number of responsibilities to consider when acting in your best interest. We construct a portfolio of investments customized to your investment goals, providing a careful analysis to balance risk against return, and diversifying assets to focus on the performance of the entire portfolio.

Our responsibility is to monitor and continually adjust the portfolio as economic conditions change. At least once a year, our investment team formally reviews every account to ensure that the portfolio remains consistent with the client’s financial goals.

We provide full and fair disclosure of all material facts of each account, including a quarterly report of the account’s performance. Notably, we choose to use non-proprietary investments in order to avoid even the appearance of any conflict of interest.

In addition, we participate in mandated, regular, in-depth reviews by the Office of the Comptroller of the Currency (OCC). Oversight by the OCC is among the most rigorous applied to advisor relationships.

Due to limited availability & exclusive access, the minimum size of investment relationship is a $1 Million plus.

schedule a call wealth management call with 
Neil Jesani, CFP now

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Florida Office

Neil Jesani Advisors, Inc.
1792 Bell Tower Lane
Weston, FL 33326

Call/Text: (732) 508-7415

Email: hello@neiljesani.com

Copyright @ 2021 Neil Jesani.  All rights reserved.

New Jersey Office

BeamaLife Corporation
4400 Route 9 South, Suite 1000
Freehold, NJ 07728