Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Employee Stock Options
  • Divorce Financial Planning
  • Charitable Giving
  • Small Business
  • Insurance

Awards & recognition

  • Merit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Sandeep Madhavan, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Sandeep Madhavan, Ameriprise Circle of Success, 2006-2008, 2011-2013, 2018-2021
  • Johny Makhijani, Ameriprise Client Experience Award, 2020
  • Sandeep Madhavan, Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

Presidential Inauguration for Santiago Canyon College
Presidential Inauguration for Santiago Canyon College
  • Arroyo Elementary, Sandeep Madhavan
  • Santiago Canyon College Foundation, Sandeep and John
  • Tustin Western Little League, Sandeep Madhavan
  • Foothill Knights Baseball, John Wende
  • Webb School of California Alumni Council, Sandeep Madhavan
  • Partnering for Progress, Byron Gega
  • Million Tree Challenge, One Tree Planted, Sandeep Madhavan