Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

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

Awards & recognition

  • Sandeep Madhavan, Forbes Best-in-State Wealth Advisors, 2022, 2023
  • 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

  • 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
  • Coastal Angels Cleanup, Clifford Breeden