Expect Excellence.

Experience Exceptional.

Select clients. Abundant options.

As a referral-based practice, we maintain a narrow list of high-net-worth and high-income clients who align with our approach and strategies for planning + project management.

Our advisory team works closely with select individuals + families to organize often complex financial structures and guide investment decisions + lifestyle management.

Organize + Analyze.

WHAT IS THE VALUE OF AN UNOBSTRUCTED VIEW?

Imagine seeing your financial landscape with absolute clarity. Streamlined Asset Mapping + Modeling allows you to observe where you’re invested, review detailed risk assessments that expose hidden vulnerabilities, and view custom flowcharts and reporting that support informed decision-making.

It’s impossible to efficiently navigate a path forward without understanding where you are, and what resources you have to reach your ideal destination.

See the Full Picture

Insights

Vision

Insights + Vision

“We stand out in the industry because we prioritize integrity, and make sure our clients fully understand what they are doing and why it’s important.”

Kuldeep Madan, Founder + CEO

Data + analytics inform decisions.
Strategy sets the direction.

An initial assessment considers our clients’ individual resources + requirements, sharpening their view and orienting them as we provide guidance in key matters of protection, opportunity, and legacy.

We recognize that independent wealth management is unique for each family and individual. Our advisory engagements are responsive to specific circumstances, tolerances, and required levels of service.

Knowledge + Expertise

The M+ team is committed to creative, collaborative decision-making.

Our service-based approach blends education with relationship-based guidance to help clients see how their money can work in unexpected ways.

We match our clients’ excellence with individuals who understand the importance of privacy and respect the needs of high-net-worth families with limited availability.

Meet Our Advisors

A warm introduction is how we start every relationship.

Our planning engagements require meaningful connections and complete trust. We assess fit based on strict criteria, including a referral and/or references.

PLEASE FILL OUT THE FORM BELOW:

The information provided is not written or intended as specific tax or legal advice. Neither Madan+Associates nor MassMutual, its subsidiaries, employees, and representatives are authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

LICENSING   BROKERCHECK BY FINRA   CUSTOMER RELATIONSHIP SUMMARY

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Madan+Associates is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ is located at 48 S. Service Road, Suite 400, Melville, NY 11747; (516) 391-0300.

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