About Us

Our Story

Perceptive Wealth Advisors (PWA) is a Fee-Only Registered Investment Advisory firm founded by Amol Desai, CFP®, CFA.

Amol grew up in India in the 1990s in a typical middle-class family focused on quality education. While earning his bachelor’s degree in production engineering at the University of Mumbai, he witnessed the beginnings of strong economic growth as India began opening up its markets to the world. This exciting and prosperous time sowed the seeds of curiosity surrounding finance and economics.

When Amol made the journey to the United States and experienced the period of great financial crisis of 2008-2009, he again found himself drawn to finance and economics—so much so that he started PWA to help other first-generation immigrants navigate the complex financial system and endless opportunities this country has to offer. He is also passionate about helping mid- career professionals with young families build rewarding lives while maintaining long-term financial stability.

At PWA, we are dedicated to helping our clients live the life they deserve, empowering them with the knowledge and resources necessary to experience financial success and prosperity. We are honored to be your trusted partner on this journey, and look forward to working with you to build a brighter financial future.

Our Philosophy

Service | Diligence | Humility | Continuous Learning | Live With Purpose.

At Perceptive Wealth Advisors, we understand that wealth and money are not merely material possessions, but, rather, complex concepts that require careful attention and management. We believe that sound economic policy and financial decision-making are essential to the success of any organization, be it a nation, a corporation, a family, or an individual. With these values as our guide, we take a diligent and thoughtful approach to analyzing your unique circumstance and creating a personalized plan and investment strategy that aligns with your long-term financial goals. Learn more about our core values.

Service

Our clients entrust their financial futures to us, and we take that responsibility seriously by providing exceptional service to each and every one. We believe it’s the most meaningful work we can do.

Diligence

Reaching financial independence takes hard work and dedication. We are diligent and focused in our approach to financial planning, taking the time to thoroughly analyze our clients’ financial situations and develop comprehensive strategies that help them build and safeguard their wealth.

Humility

Approaching each client relationship with humility, we recognize that we can
learn as much from our clients as they can from us. We are open to feedback and
continually strive to improve our services and offerings.

Continuous Learning

As the financial landscape constantly evolves, we are committed to continuously learning and researching to stay at the forefront of those changes and up to date on our skills and knowledge in financial planning and investment management.

Live With Purpose

We believe that financial success is not an end in itself, but a means to an end—the ability to live life with purpose and meaning. We work with clients to develop financial plans that align with their values, whether it’s supporting a favorite charity, funding a child’s education, or pursuing a passion. Rather than just chasing materialistic goals without knowing why, we help our clients use their wealth to create a life of purpose and fulfillment.

Meet Amol Desai, CFP®, CFA

Amol Desai is founder and financial advisor at Perceptive Wealth Advisors, a fee-only Registered Investment Advisory firm that organizes and manages clients’ financial lives so they can pursue their dreams on a path to success. He primarily serves mid-career professionals and first-generation immigrants. Amol prides himself on diligently listening to his clients’ needs and providing thoughtful, objective, and timely service. His ultimate goal is to facilitate his clients’ financial journey and provide organization and confidence in their decisions so they are well prepared to build long-term wealth.

Amol obtained a Bachelor of Engineering, a Master of Science in Mechanical Engineering, an MBA in finance from Rice University, and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. When he’s not working, Amol enjoys traveling, visiting national parks, hiking, learning about music (often following Indian Classical/semi-classical genres). To learn more about Amol, connect with him on social media.

Connect With Us

Book a complimentary call with the Perceptive Wealth team to find out if we are a good fit.

Why a CFA® Charterholder?

Partnering with a CFA® charterholder can bring a range of benefits to your financial planning and investment strategy. Take a look at the videos below to learn more about what we have to offer.