Abhishek Vakil
Senior Vice President I Financial Advisor
With over 10 years of experience in the financial services industry, I am dedicated to helping clients navigate their financial journeys. Throughout my career, I have managed substantial client assets, employing tailored strategies that align with each client's unique goals.
I specialize in comprehensive investment management, including portfolio construction, asset allocation, and risk assessment. A key aspect of my approach is tax-smart investing, where I design strategies to minimize tax liabilities while maximizing returns. By utilizing tax-efficient investment vehicles and considering the implications of capital gains, I aim to help clients retain more of their hard-earned wealth.
In addition to retirement planning, I actively pursue professional development to stay ahead of market trends and innovative strategies, providing my clients with the most up-to-date and effective guidance.
Outside of work, I cherish spending quality time with my family. Whether it’s golfing with friends, watching football games with my son or discovering new restaurants across New York City, I value the moments we share together. I also dedicate time to volunteering with at-risk groups and youth, believing in the importance of giving back to the community.
Let’s connect and explore how I can help you pursue your financial objectives!
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
NY Insurance License: La-1442470