At Wealthwyzr, LLC, we believe financial planning should be simple, transparent, and build around your life – not sales quotas or product commissions. We’re here to empower you with clear, independent advice, so that you can make confident financial decisions that support your goals, your family, and your future.
Who We Serve
We specialize in working with:
🔹 Retirees & Pre-Retirees – You’ve worked hard to build your wealth, and now it’s time to make it last. We help you create a sustainable retirement income plan, optimize Social Security, and minimize taxes so you can retire with confidence.
🔹 Young Families & Professionals – You’re juggling a career, kids, and big financial decisions. We help you manage cash flow, invest wisely, navigate stock compensation, and save for major goals—without sacrificing the present.
What We Do
We offer fee-only, advice-only financial planning, meaning we don’t sell products or earn commissions. Instead, we provide:
✅ Comprehensive Financial Planning – A tailored, big-picture approach to your finances
✅ Retirement & Investment Strategies – Helping you build and protect long-term wealth
✅ One-Time & Ongoing Planning – Choose the level of guidance that fits your needs
✅ Tax-Efficient Strategies – Smart planning to minimize taxes now and in the future
✅ Stock Compensation & Equity Planning – Guidance on RSUs, ISOs, ESPP, and more
Financial Clarity. Expert Guidance. No Sales.
Why Work With Us?
🔹 No Sales. No Commissions. Just Advice. Our only priority is your financial success.
🔹 Complex Topics, Simplified. We break down financial concepts into clear, actionable steps.
🔹 A Personalized Approach. Every client’s situation is unique—we provide guidance tailored to you.
🔹 Fiduciary, Fee-Only. We always act in your best interest, with complete transparency.
About Avanti Shetye, MBA, CFA, CFP®
When I am not busy working on financial plans, I enjoy hiking, working out, solving puzzles, and spending time with my beautiful family.
I know managing money can feel overwhelming—there’s so much advice out there, and it’s hard to know what actually applies to you. That’s where I come in.
I’m a fee-only, advice-only financial planner and the founder of Wealthwyzr, LLC, where I help retirees, pre-retirees, and young families make sense of their finances, build wealth, and plan for the future—without all the sales pitches or confusing jargon.
Before becoming a financial planner, I spent several years as an electrical engineer—so problem-solving and attention to detail are second nature to me. After earning my MBA in finance from Boston University, I went on to manage an $800 million portfolio for a large institution for about a decade. But I realized I wanted to help real people with their money, not just big corporations. That’s what led me to financial planning—where I get to simplify complex financial decisions and help families build lasting wealth.
I got into financial planning because I’ve seen too many people second-guess their money decisions, worried they’re doing something wrong. The truth is, you don’t need to be a finance expert to build a great life—you just need a solid plan and the right guidance. That’s what I love helping people with.
My approach is straightforward and judgment-free—whether you’re getting ready to retire, juggling multiple goals, or just want to know if you’re on the right track, I’m here to make it easier.
Use the link to schedule a free complimentary meeting with me.
