Monish is the Founding Partner and CEO of Vardhan Wealth Management, an independent firm that helps successful families protect wealth and prosperity. He has been in the wealth management business for over 28 years. He holds the series 7,8,31, 63 and 65 licenses along with insurance and annuity licenses. Monish is active in the local community. He is involved with the INDO American Chamber of Commerce and member of the TiE Detroit Entrepreneur Leadership. He and his wife, Roshnee, reside in Novi, Michigan and have three wonderful sons.Investment advisory and financial planning services offered through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Vardhan Wealth Management (2755 Executive Drive, Suite 190, Farmington Hills, MI 48331-3550; Telephone: 248.365.4440; Fax: 248-365-4446). Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207(“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. I cannot accept endorsements or recommendations. 0504021-0391
Listed skills include Wealth Management, Asset Allocation, Investment Strategies, Strategic Financial Planning, and 1 others.
