Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance

Awards & recognition

  • Shiva Bhashyam, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2024
  • Shiva Bhashyam, Forbes Top Next-Generation Wealth Advisors, 2021

Community participation

Arts Westchester is an organization whose mission is to provide leadership, vision, and support to ensure availability, accessibility, and diversity of the arts in Westchester County.

Rivertowns Lions Club provides important donations to various causes including: Ardsley Police Department, Child Safety and Bike Safety Programs, Dobbs Ferry and Irvington Police Departments, D.A.R.E. Programs, and Tarrytown Volunteer Ambulance Corporation.