YEARS OF EXPERIENCE applied on a daily basis

Roshan Ajanee has established his practice to provide efficient, specialized solutions to a diverse roster of successful individuals and their families. Ajanee Wealth Management was founded on a single, simple principle: To provide the team’s clients with the highest level of financial guidance and personalized service.

Financial advisors are primarily focused on the management and preservation of wealth, and Roshan Ajanee certainly fits into this professional role. However, there is another important distinction that he brings to the table – he is a highly experienced CPA who has run a separate accounting practice for many years. This is significant, because when it comes to preserving wealth, one must be ever mindful of the erosive effects of taxes.

Tax and accounting services are provided by Roshan Ajanee, CPA, PC and are not a service of Raymond James.