Registration Pending: Lasani Wealth Management, L.L.C. has applied for registration as an investment adviser in the State of New Jersey. The firm is not currently accepting new clients pending regulatory approval.
shieldNew Jersey · Wealth Management
Personalized Portfolio Wealth Stewardship.
Lasani Wealth Management works with individuals and families to build thoughtful portfolios and long-term plans aligned with their goals, time horizon, and comfort with risk.
We are built around your interests. Our compensation comes solely from fees paid directly by clients — we do not earn commissions.
analytics
Quantitative Methodology
Data-driven portfolio construction tailored to your risk profile.
person
Client-First Planning
Every recommendation starts with understanding your goals.
What We Offer
Investment Services
monitoring
Core Service
Ongoing Advisory
Portfolio Management
Discretionary and non-discretionary investment management tailored to each client's objectives, time horizon, and tolerance for risk. We construct, monitor, and rebalance portfolios on an ongoing basis in alignment with each client's investment policy.
Structure
Objective-Based
Approach
Client-Centered
calculate
Financial Planning
Comprehensive analysis of a client's financial situation — including cash flow, net worth, savings, and goal prioritization — to develop a coordinated plan that informs investment decisions and long-term strategy.
verified_user
Fee-Only · Client-Centered · Independent
We do not earn commissions. Our compensation comes solely from advisory fees paid directly by clients. Client assets are held at Altruist, an independent third-party qualified custodian. Lasani Wealth Management does not hold or have custody of client funds.
savings
Retirement Planning
Guidance on retirement readiness, accumulation strategies, account structuring, and distribution planning. We help clients assess whether their current trajectory supports their retirement objectives and make adjustments where needed.
Focus
Long-Term Income
tuneRisk Assessment
Understanding your risk tolerance is the starting point.
Before any investment decision, we work to understand each client's capacity for risk, investment experience, liquidity needs, and time horizon. Every portfolio recommendation follows from that foundation.
Our Approach
Clarity in Investment Decisions.
We believe effective wealth management starts with understanding the person behind the portfolio. Our process combines thoughtful planning, disciplined portfolio design, and ongoing risk management.
We use research, portfolio analysis, and modern technology to support a disciplined investment process tailored to each client's goals, constraints, and time horizon.
verified_user
Client Focus
Clear communication and a planning process built around your priorities.
analytics
Quantitative Methodology
Technology-driven insights to construct portfolios aligned with your specific risk tolerance.
timeline
Long-Term Perspective
Patient investment management designed to serve your goals across market cycles.
About Us
Principled Wealth Planning.
A Thoughtful Planning Approach
Lasani Wealth Management, L.L.C. is a wealth management firm based in New Jersey. We provide portfolio guidance grounded in disciplined analysis, clear communication, and long-term planning.
We focus on helping clients make informed decisions through personalized planning, disciplined portfolio construction, and ongoing risk awareness.
Client
Focused Approach
Long-Term
Planning Mindset
location_on
New Jersey Based
Serving clients with personalized attention from New Jersey. Built around thoughtful guidance, direct communication, and a long-term perspective.
Leadership
Rajeev Nedunuri
Founder & Managing Partner
Rajeev Nedunuri is the founder of Lasani Wealth Management, L.L.C. He brings a background in investing, technology, and analytical problem-solving to a planning process centered on each client's goals and risk preferences.
He focuses on disciplined portfolio design, risk awareness, and practical guidance for long-term investors.
Reach Out
Get in Touch
Reach out directly to discuss your financial goals and how we can build a portfolio strategy aligned with your needs.
Client assets are held at Altruist, an independent third-party qualified custodian. Lasani Wealth Management does not hold or have custody of client funds.
