Accumulation

  • Life & Health
  • Investment
    • Tax
  • Estate
  • Risk
Click here to learn more about this phase

Transition

  • Life & Health
  • Investment
    • Tax
  • Estate
  • Risk
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Distribution

  • Life & Health
  • Investment
    • Tax
  • Estate
  • Risk
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Legacy

  • Life and Health
  • Investment
  • Tax
  • Estate
  • Risk
Click here to learn more about this phase

WHAT WE DO

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

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Competence

Financial planning
Holistic asset integration
Investment selection & monitoring
Asset allocation & rebalancing
Risk management
Generating income strategies
Tax/estate considerations
Specialized expertise

Competence

Coaching

Coaching

Education
Saving and spending
Adherence to plan and goals
Set realistic expectations
Emotions, biases and stress
Objective feedback
Trusted second opinion
Life/business transition

Convenience

Time savings
Greate personalized service
Coordinate trusted professionals
Integrated and holistic view
Vendor selection and monitoring
Secure technology

Convenience

Continuity

Continuity

Spouse involvement
Joint objectives
Children engagement
Family values
Multigenerational planning
Legacy
Philanthropy

OUR PROCESS

Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.

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Design

Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.

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Build

Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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Protect

Provide discipline, perspective, and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.

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OUR TEAM

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Neel Shah

Legal Expert | Tax Reduction | Financial Advisor | Life Planner

My Goal is to help you to reach your goals. Live the life you want to live today, while confidently building the future you seek for yourself and all that matters to you.

Shah & Associates P.C. | Beacon Wealth Solutions LLC
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Pinky Shah

Mortgage Strategist | Homebuyers Advocate | Lending Affiliate Positivy

My life's purpose is to be a shining light who does magical things to massively inspire greatness within myself and others. With this as a driving force, our clients build a long-term relationship with us as we help them finance their home that goes well beyond just a mortgage transaction to make a positive, lasting impact in their life!

Fairway Mortgage Corporation
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Valerie Zaffuto

Client Experience Manager | Operations Manager at Beacon Wealth Solutions LLC

I make sure things get done, my goal is for your financial life to get and stay on track, so that you can get back to doing what matters most to you.

Beacon Wealth Solutions LLC | Shah & Associates P.C.
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Elizabeth Gallagher

Legacy Plan Fullfilment | Lead Paralegal

I ensure that comprehensive Legacy and Wealth Preservation Plans are created to protect all that you have built during your lifetime, so that you have the peace of mind you deserve.

Shah & Associates P.C.
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Hetal Sabuwala

Client Experience Manager | Asset Alignment Specialist | Operations at Shah & Associates P.C.

I am with you from the moment you first reach out to us for help, to the time you start your process, through the entire time of our service. I ensure that we started in a way that leaves you confident and thrilled.

Shah & Associates P.C.
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Leena Lauger

Position

My law practice is focused on helping individuals and families preserve their resources for current & future generations by safeguarding them from the astronomical and often unexpected costs of long term care in New Jersey.

Shah & Associates P.C.
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Danielle Zaczek

Client Care | Administrative Assistant

When you need a voice, I answer the call. I ensure you that your needs are put in front of the right team member.

Shah & Associates P.C.
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Ray Rasco

Idea Implementor | Executive Assistant

I work with the executive team to ensure that great ideas and strategies turn into great service and experiences for the families and the communities we serve.

Shah & Associates P.C.

AS FEATURED IN

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