Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance

Awards & recognition

  • Shiva Bhashyam, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2024
  • Shiva Bhashyam, Forbes Top Next-Generation Wealth Advisors, 2021

Community participation

Arts Westchester is an organization whose mission is to provide leadership, vision, and support to ensure availability, accessibility, and diversity of the arts in Westchester County.

Rivertowns Lions Club provides important donations to various causes including: Ardsley Police Department, Child Safety and Bike Safety Programs, Dobbs Ferry and Irvington Police Departments, D.A.R.E. Programs, and Tarrytown Volunteer Ambulance Corporation.

Our photos

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