Welcome to Dynamic Wealth and Insurance Solutions
Nikesh Parikh
Helping to Protect, Grow, and Distribute Assets in a Tax-Efficient Manner

Dynamic Wealth and Insurance Solutions is founded to help our clients achieve, protect, grow, enjoy, distribute, and transfer their wealth in a risk-adjusted and tax efficient manner. Nikesh Parikh CFP®, J.D., LUTCF, RHU®, REBC®, ChFC® is a Second Generation Financial Professional helping clients with a myriad of goals.

  We understand that planning your financial future can be intimidating and we will do our very best to educate you and find the right plan or product to fit your unique situation.

  To help accomplish our clients goals, we have a number of specialities including:

  • Financial Planning* for Individuals, Executives, Professionals, Business Owners, Families, Businesses, Unions, and Charitable Organizations
  • Individual and Group Retirement Planning
  • Estate Planning
  • Benefits Planning
  • College/ Education Planning
  • Business Planning
  • Investment Planning including Investment Advisory** Services, Retirement Plans, Separately Managed Accounts, Wrap Accounts, and Investment Accounts
  • Life Insurance
  • Individual and Group Health, Dental, & Vision Insurance
  • Long Term Care Insurance
  • Fixed and Variable** Annuitties
  • Individual and Group Disability Insurance

  Our Primary and Most Important job is to help crystallize your goals and provide guidance to help you accomplish your goals. We help you accomplish your goals through our knowledge, experience, commitment, and our extensive list of resources.

  Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest and have a great day!


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