Perceptive Wealth Advisors

10/13/2026

10/12/2026

Move to the US from India, and one of the first surprises is this: your old Indian bank account becomes illegal to keep, at least in its original form.

This episode gets into what actually changes financially once someone relocates from India to the US, and why even people who've lived here for years still run into fresh reporting requirements they never saw coming.

Amol Desai, CFP and CFA and founder of Perceptive Wealth Advisors, walks through it all, drawing on his own journey from Mumbai to the US and the cross-border practice he built around it.

Full video is live now on YouTube. Audio drops Tuesday on all podcast platforms.

https://youtu.be/MULxIDmKAmg

03/04/2024

It is tempting to think that once you have enough money invested in assets with high expected returns, you’ll be all set with your retirement and other future financial goals.

However, investing is only one part of the puzzle. In addition, you should aim to better organize your overall finances, efficiently navigate the U.S. financial system, plan and save for short-term goals like your children’s education or other major purchases, explore tax saving opportunities, ensure the right strategies to safeguard your assets, etc.

To do everything you can to optimize your finances, your best strategy is to undertake comprehensive financial planning—whether you DIY it or with the help of a financial advisor.
Join us in this exclusive webinar as I discuss the benefits of planning your finances with a more holistic, comprehensive approach vs. focusing on your investments alone.

🔍 Topics we'll cover:
1️⃣ Common gaps in financial understanding
2️⃣ Why focusing solely on investments falls short
3️⃣ The power of comprehensive financial planning
4️⃣ Understanding the cost of not taking a holistic approach
5️⃣ How to find the perfect financial professional
6️⃣ Intangible benefits of a solid advisor relationship

Join this webinar to gain a better understanding of a holistic financial planning approach.

Register now to grab your spot.
https://perceptivewealth.com/what-is-comprehensive-financial-planning/

02/12/2024

Do you get overwhelmed sometimes by an information overload about how and where to invest for best returns? Do you experience fear of missing out in the presence of continuously evolving investment opportunities?

Good news: you don’t have to be! This free webinar is for you. We will talk about what comprehensive financial planning is and how it’s a better way to build financial stability than just obsessing over your investments.

Register now:
https://perceptivewealth.com/what-is-comprehensive-financial-planning/

01/16/2024

If you’re a mid-career professional and/or a first-generation immigrant to the U.S., you have worked hard on your education and career growth. Now you aim to be intentional about building a stable financial future for you and your family, and building long-term wealth by earning high returns on your investments.

Join me in this exclusive webinar as I discuss the benefits of planning your finances with a more holistic, comprehensive approach vs. focusing on your investments alone.

Register here: https://perceptivewealth.com/what-is-comprehensive-financial-planning/

08/03/2023

With a background in engineering, I immigrated to the U.S. and became a financial advisor to help others like me. Here’s my story.

Ever thought of why you do what you do? With a background in engineering, I immigrated to the U.S. and became a financial advisor to help others like me. Here’s my story.

07/24/2023

At PWA, we understand your needs as a mid-career professional because we have been in your shoes. We are honored to be your trusted partner on this journey and look forward to helping you work toward the financial success and prosperity you deserve.

Who We Serve Our clients resonate with our core values Service | Diligence | Humility | Continuous Learning | Living With Purpose. Do you relate to one or more of the following? You are in your mid-30s to late-40s Single or married with families Household income >= $150,000 Well educated (Most of ou...

05/20/2023

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter. Check it out!

Where could your nest egg last longest?

04/03/2023

Do you know more about taxes than the taxpayer next to you? Understanding even the basics of taxes can give you an advantage when tax season comes. Take our 2-minute quiz and test your knowledge!

Find out if you know the basics in less than 2 min.

01/27/2023

What goals do you have for 2023? Maybe start that new hobby or finally stop that bad habit? No matter what your resolutions are, getting started is the hardest part. This year, take a different approach. Learn how you can set yourself up for success with a fresh start (at any time) in this month’s Visual Insights Newsletter.

Find out how to forge better habits that stick