About Pawar Wealth Planning

Pawar Wealth Planning specializes in financial planning for medical professionals and high net-worth individuals nationwide. We offer comprehensive financial planning tailored to the unique needs of the client in their current and future career phases. Pawar Wealth Planning is comprised of qualified professionals including financial advisors, investment specialists, and insurance experts. We pride ourselves on delivering white glove service and building long-term relationships with our clients. 

Steps to Becoming a Client

1. Let's schedule a meeting! You can schedule a meeting with us by accessing the link below or reaching out to our team directly. Meetings are conducted virtually via zoom, and there is no cost associated with meeting with our advisors!

2. After the initial meeting, our team will create a personalized financial plan and recommendations based on your personal goals. 

3. Our team will present the financial plan and recommendations to you in a second meeting. From there, you can decide which recommendations you would like to implement. 

4. We will regularly review your financial plan with you and make adjustments as needed to stay on track towards achieving your goals. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4