Comprehensive Financial Planning for the Technology, Engineering, & Healthcare Sectors

Our team specializes in helping high-income families in the tech, engineering, and healthcare sectors navigate the complexities of wealth management as they enter the top tax brackets. With a focus on developing customized financial plans, we empower clients to achieve confidence and security in their financial futures.

Daniel Shahmoradian and his team.

We guide our clients in saving, growing, and diversifying their wealth through strategic asset allocations by balancing asset protection and risk management. Our team’s expertise in tax planning strategies ensures that our clients maximize their financial potential while minimizing liabilities.

Let’s connect and explore how our team can help secure and grow your financial legacy.

* Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Your Financial Accountability Partners

Daniel and his team

Our team values transparency and accountability. When it comes to money and making sure our clients are protected now and, in the future, we take pride in telling our clients what they need to hear, not what they want to hear.

We’ll always take the time to listen to your personal, professional, and financial goals so we can understand your current and future financial situation. Then, we will then create a personalized plan that aligns both with what you want and need.

When you work with our team, you can expect transparency, accountability, financial expertise, and a lasting relationship.

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

Boost your financial knowledge.