Strategic Wealth Management for Long-Term Success
Lashkari Wealth Management & Insurance Solutions provides comprehensive financial planning for individuals, families, professionals, and business owners in Newport Beach, California, and other select states. Our fiduciary advice is delivered through Statera Asset Management, an SEC-registered investment adviser, with a focus on aligning your planning strategy with your goals, time horizon, and risk tolerance.
A Standard of Care
As fiduciaries acting through Statera Asset Management, we are legally and ethically obligated to put your interests first in all investment decisions. Our fee-based model minimizes conflicts of interest and aligns our success with yours. We do not receive commissions, third-party payments, or proprietary product incentives that could compromise objectivity.
Who We Serve
Our wealth management services are designed for individuals and families who value proactive guidance, disciplined strategy, and ongoing partnership:
- High-net-worth individuals and families seeking comprehensive wealth management
- Business owners preparing for liquidity events or managing concentrated positions
- Professionals and executives with complex compensation and equity holdings
- Retirees focused on income planning, tax efficiency, and legacy goals
- We primarily serve clients in Newport Beach, La Jolla, and throughout Southern California—including Los Angeles, Orange County, San Diego, and San Francisco—as well as other select jurisdictions where properly registered or exempt from registration.
Disciplined Investment Management Services
- Our wealth management approach integrates portfolio construction, risk management, and ongoing monitoring to help you pursue your financial goals with confidence.
- Asset allocation and portfolio construction - Build diversified portfolios tailored to your time horizon, risk tolerance, and liquidity needs, using a disciplined asset allocation framework designed for long-term performance.
- Investment policy development - Establish clear investment guidelines, performance benchmarks, and rebalancing protocols to ensure your portfolio remains aligned with your objectives over time.
- Ongoing portfolio monitoring and rebalancing - Track performance, manage risk, and systematically rebalance to maintain target allocations as markets move and your life evolves.
- Performance reporting and analysis - Receive transparent, consolidated reporting that provides clarity on returns, fees, asset allocation, and progress toward your goals.
- Coordination with tax and legal professionals - Integrate investment strategies with tax planning and estate considerations through direct collaboration with your CPA, attorney, and other advisors.
Our Investment Philosophy
We believe successful wealth management requires discipline, diversification, and alignment with your personal goals. Our approach emphasizes:
- Long-term strategic asset allocation over short-term market timing
- Low-cost, tax-efficient portfolio construction
- Ongoing risk management and rebalancing discipline
- Transparent reporting and clear communication
- Coordination with broader planning objectives
Wealth Management FAQs
What is the difference between a fiduciary and a broker?
A fiduciary adviser is required to act in a client’s best interest and to place the client’s interests ahead of their own. Brokers, by contrast, are generally held to a “suitability” standard, which requires that recommendations be appropriate for a client’s situation but not necessarily the best available option. As an Investment Adviser Representative of Statera Asset Management, Alexander Lashkari provides investment advisory services under a fiduciary standard for advisory clients.
How are wealth management fees structured?
Wealth management fees are generally asset‑based and are fully disclosed in our advisory agreements and Form ADV. This structure is designed to align our interests with yours, as our compensation typically increases when your assets under management grow. We do not receive commissions or product‑based sales incentives in connection with advisory accounts.
Do you work with clients outside of California?
Yes. We work with clients in select states where we are appropriately registered or exempt from registration, using secure technology to maintain consistent communication and service regardless of location
How often will we review my portfolio?
Portfolios are monitored on an ongoing basis, with formal reviews typically conducted at least annually and more often as needed when there are significant life, tax, or market changes.