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  • WHO WE ARE
    • About Our Firm
    • Meet Our Team
    • Estate Planning Resource
    • About Eagle Strategies
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  • WHAT WE DO
    • Investment Management
    • Planning for Individuals
    • Investment & Retirement Planning
    • Planning for Business Owners
    • Planning for Physicians & Dentists
    • Executive Benefits
    • Working with Other Advisors
    • Financial Solutions
  • HOW WE DO IT
    • Our Planning Process
    • Our Legacy Planning
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About Our Firm

Founded in March, 2015 by Karan Murugesu, Ameriwealth Financial Group, LLC provides expertise in some of the most critical areas of financial planning1, risk management and wealth accumulation, preservation and distribution. As sole owner and President, Karan leads a team of financial professionals who each bring a unique skill set to the firm. Working as a cohesive team to bring you holistic financial solutions and exceptional client service, we offer a wide array of expertise. Ameriwelath Financial Group can assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan1 to help meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with: insurance design, investment management, estate planning concerns, business succession, executive compensation, and retirement planning needs.

Dedicated to ensuring that every client understands their situation and has an actionable plan, Karan and his team maintain continual communication with clients. Periodic reviews are part of every client plan1, allowing for timely strategic or tactical changes to be implemented when necessary.

Whether you are an individual concerned about securing a comfortable retirement, a business owner wondering how to effectively monetize succession of your business or a family member facing estate conservation or asset transfer issues, Ameriwealth can assist you. We encourage you to contact us for more information about how we can help you articulate your specific needs, evaluate your situation and execute a customized plan1 to ensure financial success and provide you peace of mind.

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Disclosure

Karan Murugesu is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DE, FL, IL, MA, MD, MN, NC, NJ, NV, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Karan Murugesu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 339 Princeton Hightstown Rd, East Windsor, NJ, 08512, 609-469-0242. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Ameriwealth Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Ameriwealth Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Ameriwealth Financial Group Logo No Tagline
  • HOME
  • WHO WE ARE
    • About Our Firm
    • Meet Our Team
    • Estate Planning Resource
    • About Eagle Strategies
    • Contact Us
  • WHAT WE DO
    • Investment Management
    • Planning for Individuals
    • Investment & Retirement Planning
    • Planning for Business Owners
    • Planning for Physicians & Dentists
    • Executive Benefits
    • Working with Other Advisors
    • Financial Solutions
  • HOW WE DO IT
    • Our Planning Process
    • Our Legacy Planning
    • Strategic Alliances
    • What Are Your Concerns?
    • Wealth Management
  • EDUCATION CENTER
    • Helpful Links
    • Video Library
    • Market Watch
  • CLIENT LOGIN
  • SEMINARS
  • SCHEDULE APPOINTMENT

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