Asha Tangri Goldstein serves as a Partner and Wealth Advisor at Vivaldi Capital Management, where she leverages her extensive expertise in finance and wealth management to deliver a bespoke, white-glove customer experience for her clients. With a career dedicated to understanding the intricate financial needs,...
Asha Tangri Goldstein serves as a Partner and Wealth Advisor at Vivaldi Capital Management, where she leverages her extensive expertise in finance and wealth management to deliver a bespoke, white-glove customer experience for her clients. With a career dedicated to understanding the intricate financial needs, wants, and desires of individuals and families, Asha excels in crafting customized solutions that align with her clients' unique financial goals. Her holistic approach to wealth management is enhanced by her collaborative work with attorneys, accountants, and other professionals, ensuring that clients receive comprehensive service that addresses all aspects of their financial lives.
At Vivaldi Capital Management, Asha is deeply involved in key projects that focus on strategic financial planning and investment advisory services. Her commitment to due diligence and fixed income strategies allows her to navigate complex financial landscapes, providing clients with informed insights and tailored investment strategies. Asha's proficiency in wealth management services is complemented by her ability to manage client relationships with a high degree of professionalism and care, fostering trust and long-term partnerships.
Her skills in banking and financial services, combined with her passion for helping clients achieve their financial aspirations, position Asha as a trusted advisor in the wealth management industry. As she continues to expand her knowledge and expertise, Asha remains dedicated to empowering her clients to focus on their priorities while she manages their investment needs with precision and insight.
