Your Life Is Complex.
Your Plan Doesn’t Have to Be
Financial Planning for High-Net-Worth Individuals and Family Enterprises
Redefining Excellence in Wealth Management.
Lashkari Wealth Management & Insurance Solutions, based in Southern California, is an independent financial services firm serving successful individuals, families, and businesses. We deliver private wealth management, comprehensive financial planning, and multigenerational wealth-building solutions through a proactive, high-touch service model.
Clients engage us not simply for portfolio oversight, but for a strategic partner who brings clarity, structure, and disciplined decision-making to their financial lives. Because goals, markets, and tax dynamics evolve, our work centers on an enduring advisory relationship designed to adapt as life unfolds.
We are an independent, product‑agnostic, goals‑based planning firm dedicated to delivering personalized financial guidance aligned with your life and business priorities. Whether clients are in early accumulation, peak earning years, or retirement, we help them navigate complexity with confidence and intention.
Your Path to Financial Freedom
Comprehensive Wealth Solutions
Wealth Management
We provide private wealth mangement services aligning your investments and asset allocation with your risk tolerance and financial objectives.
Financial Planning
Our approach integrates all aspects of your financial life, ensuring that your goals are met with tailored strategies for cash flow, retirement, and more.
Equity Compensation
Maximize the value of your equity compensation (RSU, ESPP, ISO) with our strategic planning services, focusing on tax optimization and risk management.
Experience the Difference
You deserve more than a cookie-cutter plan.
At Lashkari Wealth Management & Insurance Solutions, integrity and long-term relationships come first. We understand that life isn’t linear, some variables are in your control, many aren’t.
Through hands-on collaboration and steady, ongoing guidance, we help you stay focused on what matters most.
Our concierge approach allows us to serve clients across a wide range of needs, offering truly holistic support in financial planning, wealth management, and asset protection.