Neel Shah, J.D., CFP®

My Goal is to help you to reach your goals. Live the life you want to live today, while confidently building the future you seek for yourself and all that matters to you.

Neel Shah is who you call when you want ONE source who can do all of the following:

  • ADVISE you on Legal, Financial, Retirement, Business & Tax Savings matters,
  • IMPLEMENT the strategies based on the advice, and
  • MAINTAIN and ENHANCE the strategies on an ongoing basis.

Founder/Owner of BOTH :

  • Shah & Associates, P.C. – Attorneys at Law, and
  • Beacon Wealth Solutions LLC – Registered Investment Advisory company

Description

  • Clients and their trusted advisors value my diverse training and expertise across the Legal, Financial/Wealth-planning, Trusts and Estates, Business Law & Real Estate Law disciplines.
  • We are proud to take difficult and esoteric strategies to then translate them into terms our clients can comprehend. Let us analyze and implement business-succession techniques for our entrepreneurial clients as they encounter the different stages of their lives and business ventures. My goal is to provide relevant, actionable advice for Estate Planning, Asset Protection, Tax Planning, Financial Planning and Business Planning strategies for families, business owners and real estate investors so their business actions do not jeopardize their family’s wealth.
  • Serving Individual, Families and Businesses around the world, admitted to practice law in New York, New Jersey, Pennsylvania & District of Columbia

Specialties:

  • Wills, Trust & Estate Planning
  • Investment Management
  • Financial Planning
  • Tax Planning
  • Asset Protection Planning
  • LLC, Corporate & Business Succession Planning
  • Elder Law
  • Long term care/Medicaid Planning

Contact information

  • 777 Scudders Mill Rd Building 4, Suite 101 Plainsboro, NJ 08536

  • 877-623-2266

Click to view our Part 2A and Part 2B and Privacy Policy . Copies of these documents, as well as our entire policies and procedures manual will be mailed upon request.

Description

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as Financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm.  Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 777 Scudders Mill Rd Building 4, Suite 101 Plainsboro, NJ 08536 Beacon, Tel:  877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.

Advisory services offered in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statue. Follow-up or indivualized responses to consumers in a particular state by Beacon Wealth Solutions in the rendering of personalized investment advise for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Past performance may not be indicative of future results. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of BWS or STP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to imple

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