Lashkari Wealth Management is a private advisory practice based in Southern California. We work with a limited number of individuals, families, and business owners seeking personalized guidance on important financial decisions.

Our work is focused on helping clients evaluate their broader financial picture, including investment strategy, tax-aware planning, estate planning coordination, and long-term wealth planning. We take the time to understand each client’s circumstances, priorities, and objectives so that recommendations can be tailored to their specific needs.

We believe strong advisory relationships are built on trust, communication, and a clear understanding of each client’s goals. By maintaining a limited client base, we are able to provide a high level of attention and ongoing planning support as clients’ circumstances evolve over time.

Financial decisions are often complex and interconnected. Our role is to help clients navigate that complexity with thoughtful analysis, disciplined planning, and a long-term perspective.

alashkari@statera-am.com

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Lashkari Wealth Management, LLC is an independent financial services firm. Advisory services are offered through Signature Resources Capital Management, LLC, an SEC-registered investment adviser, doing business as Statera Asset Management. Lashkari Wealth Management, LLC is independent of and not affiliated with Signature Resources Capital Management, LLC. This information is for educational purposes only and does not constitute investment, legal, or tax advice. All investing involves risk, including potential total loss of capital.

Principal Address: 100 Bayview Circle #2200, Newport Beach, CA 92660.

CA Insurance License #4101914

Lashkari Wealth Management

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