We are a relationship-first firm led by a team of talented, knowledgeable and values-driven professionals with decades of extensive experience committed to being “partners in your prosperity.”
When working with Vardhan, you can expect a superior experience driven by highly personal attention, tailored advice and open access to top-tier resources, tools and technologies. You will also benefit from access to Summit’s Professional Strategy Team which will be an extension of your Vardhan Wealth team to provide complete and tailored planning, strategies and wealth management to achieve your goals across every aspect of financial life.