AJIT DIGAMBAR

With nearly two decades of experience in institutional and personal finance, I’ve had the privilege of managing wealth for individuals, families, and institutions alike. My career has taken me through respected global firms like AllianceBernstein and J.P. Morgan Chase, where I served as a fiduciary—always putting my clients’ best interests first.

Over the years, I’ve helped people navigate markets, grow their portfolios, and make confident decisions across a wide range of asset classes, including traditional investments and alternatives. My focus has always been on delivering long-term, consistent results rooted in thoughtful strategy.

I’ve seen firsthand how the right financial decisions—made at the right time—can transform the future for a business or for a family. And I’ve also seen the stress and confusion that comes when people feel like they’re navigating it all alone.

That’s what motivates me every day. I want to take the guesswork out of wealth building and give clients clarity, confidence, and peace of mind. For me, this work isn’t just about numbers—it’s about helping people feel empowered and secure in their financial journey.

I don’t believe in cookie-cutter advice. Every business and client I work with brings a unique set of goals, values, and circumstances. My job is to listen carefully, understand the full picture, and create a personalized plan that fits their life.

Whether we’re building an investment strategy, planning for retirement, or protecting wealth across generations, I combine rigorous financial expertise with a deep commitment to long-term relationships.

I hold an MBA with Honors from the University of Chicago Booth School of Business, as well as Series 65 and Life & Health Insurance licenses. I’m here to guide you with professionalism, care, and a plan built just for you.

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