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Wealth
Being
You have
worked hard for your money,
It is now
time we make it work harder for you.
What is your biggest financial challenge?
Finance made simple!!!
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Almost as easy as having a casual chat in the kitchen, your backyard, or your Skydeck, to help you achieve your financial freedom. Financial planning does not have to be complicated... it can be easily simplified through the right education. Want to know how ?
What We Provide
A happy path to Your Longest Vacation called Retirement
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Never run out of Money
Understand how wealth flows across one's lifetime.
Future Is Brighter When You're More Prepared
We Bring The Breadth Of Our Experience And Financial Industry Knowledge To Help You Succeed
Income Stream
Never outlive your money
Safety
Guaranteed Return of Principal
Growth
Losing Money is not an Option
Liquidity
Assets convertible to Cash Any Time
Tax advantage
Save on the seed or the Crop
Living Benefits
Disability assistance anytime
Legacy transfer
Leave cash for your loved ones Tax Free
01
We are able to give truly independent advice
Educating you on what matters most for you and not anyone else
02
Financial advice based on your goals
Design based methodology tailored to your life goals
03
We're here to help manage market volatility
Capitalize on engines that immunize you to market losses still taking advantage of market gains
What Pioneers are saying...
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Paul Dietrich
Chief Investment Strategist
Paul Strategist has extensive experience in managing investments for private venture capitalists and Large private institutions.
He has been ranked as the #1 highest rated equity investment manger in teh United States by Money manaher review.
Mr. Dietrich has appeared as an on-air commentator and has been quoted in the financial media including CNBC, Fox Business, Bloomberg TV, CNN, The Wall Street Journal, Yahoo! Finance, Reuters and The Washington Post.
” Raj, the best thing one can do for ones clients in a market which is going down is have them not lose any money.
And you are exactly doing the same. Just Keeping doing it.”
Jai Bhagat
Wireless Industry Veteran and Serial Entrepreneur
A Wireless Hall of Fame Inductee and is a long-time pioneer and entrepreneur in wireless communications. Currently he is Executive Chairman and co-owner of Hollywood Casting and Film.
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Play Video
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Play Video
Mark Stirneman
Vice President at Netlaw
Raj and Mark Stirneman discussing on how WealthBeing and NetLaw are partnering to educate everyone on the importance of Will and Trust and taking it to all with affordable options.
Latest Case Studies
We help our clients renew their business
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Latest Blog
We help our clients renew their business
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Testimonials
What Our Clients Say...
Trusted by clients all over United States
We ignore certain things which are important to us and our loved ones - Financial Planning is one of them. We would need a friend and guide to educate. I was fortunate to meet Raj, who guided me and enlightened the importance of financial planning. He spent a considerable amount of time customizing the best solutions which would suit me and my family's well-being thru his venture "Wealthbeing".
I confidently recommend Wealthbeing for everyone's Financial Planning.
Regards,
I confidently recommend Wealthbeing for everyone's Financial Planning.
Regards,
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I never had an idea about the importance of certain key financial aspects especially having a detailed financial plan based on the different phases of life. Raj from WealthBeing educated me that each phase has unique needs and there can’t be one size fits all.
Raj is simply amazing - he took time to completely understand my current scenario, priorities and future goals and then came up with the clear plan. I found it very contextual and useful.
He was very patient enough to answer all my questions, ranging from basic and generic ones to something that were only relevant to my unique scenario.
Thank you very much Raj and WealthBeing for all your help and support. Because of you, now I feel more financially secure and safer.
He was very patient enough to answer all my questions, ranging from basic and generic ones to something that were only relevant to my unique scenario.
Thank you very much Raj and WealthBeing for all your help and support. Because of you, now I feel more financially secure and safer.
![Ganapathy Gangadharan S [GG]](https://wealthbeing.us/wp-content/uploads/2022/07/Picture-12.jpg)
Raj is a wonderful person who becomes a friend in short time understanding me and my priorities.
He advised me by thinking from my point of view and provided with best options suitable for me and my family. Though I have some knowledge about investments, post retirement planning, Raj creates a clear view of our future by traversing using multiple paths of investments and savings .
I can guarantee you that you will have a pleasant experience and get emancipated from your jammed thoughts.
He advised me by thinking from my point of view and provided with best options suitable for me and my family. Though I have some knowledge about investments, post retirement planning, Raj creates a clear view of our future by traversing using multiple paths of investments and savings .
I can guarantee you that you will have a pleasant experience and get emancipated from your jammed thoughts.
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I was looking for the ways to grow my money tax free and pass it on to my kids at an appropriate age, this is when I came in contact with Raj. He has been able to explain the ins and outs of the industry quite well .
Raj not only educated me with different investment options but also helped with a dime analysis and prepared some illustrations based on my needs, which helped me to understand how I can make utilize of these tools and grow my money worry free.
His approach has always been what is best for his clients. Raj is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and intuits and suggests others of which you might not be aware but which might benefit you.
He works so hard to make sure his clients understand the availability of various investments. We would not use anyone else for our financial security and I unreservedly recommend “Wealth Being” to anyone interested in financial planning.
His approach has always been what is best for his clients. Raj is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and intuits and suggests others of which you might not be aware but which might benefit you.
He works so hard to make sure his clients understand the availability of various investments. We would not use anyone else for our financial security and I unreservedly recommend “Wealth Being” to anyone interested in financial planning.
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We Have Best Skill In Business
We have 50+ years of experience. We offer finance & business consultancy services to you
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Track & Calibrate
Track your Product Performance and Anniversary Revew. Revisit Financial Goals and objectives to recalibrate
Approvals & Placement
Approval from underwriting Your Specialist for to work with you and complete final delivery requirements for placement
Refine & Submit
Refine based on the discussion and personal preference Your Specialist to work with you and submit the application with relevant documents for underwriting review
Design & Discuss
Create Design options that suits your Life Goals. Session with your Specialist for walkthrough of the personalized plans
Refine & Submit
Refine based on the discussion and personal preference Your Specialist to work with you and submit the application with relevant documents for underwriting review
Our Trusted Product Partners
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Presenting your
Wealth Being Coaches
- Rajnikant (Raj)
- Husband, Father, Strategist, Reader, Founder
&
A strategist, reader and an entrepreneur with a beautiful wife and two loving children. Inherited financial knowledge and planning from my role model: my father, the most ethical, hardworking and honest financial advisor with extensive knowledge of financial planning. My mother a committed homemaker showed me how commitment , discipline and trust are key to a happy family life. My family taught me early in life the importance of wealth management, which motivated me in founding “Wealth Being”.
- Punam
- Wife, Mother, Dietician, Planner, Gardener, Entrepreneur
An entrepreneur, a dietician, an avid gardener and a mother of two was born in very hardworking and industrious family. My humble upbringing made me realize ahead in life to plan about finances much earlier, especially when time is on your side and you can make wise choices with your life decisions – education/job/passion/investments. Sharing a common passion for financial planning with my husband, we help families realize the importance of future planning with the right tax strategies, and so we founded our company “Wealth Being”.
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