Wealth Management for a New Generation of Investors
Lotus Asset Management is a boutique wealth management firm dedicated to setting a new standard for financial advice and investment management for high-performing young professionals. We are a full service advisory firm offering objective, comprehensive financial services including analysis of current portfolios, custom-tailored planning and financial modeling, and client-specific investment plans to suit the needs, goals, liabilities, and risk tolerance of each client. Our clients can range from individuals and families to foundations and endowments.
Our focus is to provide our clients with a fully dedicated, unbiased, and holistic wealth management platform that will strive to meet every need and build wealth for the next generation and beyond. Our primary goal is to meet all of yours.
Meet Your Advisor
Rohit Padmanabhan, CFA
President and Chief Investment Officer
Rohit is the founder of Lotus Asset Management and currently serves as President and Chief Investment Officer. He started Lotus AM to bring his extensive experience with high-net-worth clients to a younger audience that could apply his detailed advice over a much longer time horizon.
Ready to build your future together?
Schedule a free introductory consultation!
The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of retirement legislation since the 2006 Pension Protection Act.
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