About – Sati Wealth LLC

You deserve financial clarity and confidence.

Let us support your journey towards financial peace.

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About Sati Wealth

Mindful Wealth. Strategic Growth.

At Sati Wealth, investing begins with clarity, trust, and purpose—so you can build with confidence, not chaos.

At SATI Wealth, we offer smarter alternatives to traditional investing—a thoughtful, modern approach designed for those who value clarity, control, and confidence in an unpredictable financial world. The word “Sati” means mindful awareness—a calm, purposeful presence. That’s the foundation of how we serve our clients. We believe smart investing isn’t about chasing returns; it’s about building a strategy you can understand, trust, and stick with—even through market volatility.

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S.A.T.I. also reflects the four pillars that define our process:

Stocks, Alternatives, Tax Mitigation, and Income.

We start with Modern Portfolio Theory to align risk and reward with your goals—but we don’t stop there. We go further by integrating:

to reduce downside risk while preserving long-term growth potential.

At SATI Wealth, we’re not just building portfolios—we’re building peace of mind. Our mission is to deliver a more resilient, intentional investment experience by combining time-tested principles with innovative strategies that help you move forward with confidence and purpose.

Invest with Intention. Retire with Confidence.

Our tax mitigation strategies are designed to quietly but powerfully boost after-tax returns. Through municipal bond income, direct indexing, and daily tax-loss harvesting, we help clients reduce concentrated stock exposure and offset capital gains—without sacrificing performance.

For those nearing or in retirement, we offer reliable income planning. Using insurance-backed contracts, structured income notes, and our proprietary Three-Bucket Approach, we structure portfolios that provide:

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We offer in-person meetings at our offices in Downtown San Jose and Downtown Morgan Hill, as well as virtual meetings for clients who prefer to connect remotely.

Main Office

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Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. This communication is strictly intended for individuals residing in the states of: AZ, CA, FL, NV, OH, OR, TX, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.