About Ameriwealth
Founded in March 2015 by Karan Murugesu, Ameriwealth Financial Group, LLC was built to help individuals, families, and business owners navigate the most important financial decisions of their lives. We specialize in comprehensive financial planning¹, risk management, and long-term wealth strategies focused on accumulation, preservation, and distribution.
As Founder and President, Karan leads a dedicated team of financial professionals, each bringing specialized expertise to serve our clients. By working collaboratively, we deliver holistic financial solutions supported by thoughtful strategy and exceptional client service. Our role is to help coordinate the many moving parts of your financial life and develop a comprehensive plan¹ aligned with your goals and priorities.
Through a combination of internal expertise and carefully selected external resources, Ameriwealth is uniquely positioned to assist with:
Insurance design and risk management
Investment management strategies
Estate planning considerations
Business succession planning
Executive compensation planning
Retirement planning and income strategies
We are committed to ensuring every client understands their financial situation and has a clear, actionable path forward. Customized continuous communication and periodic reviews are central to our planning process¹, allowing us to make timely strategic or tactical adjustments as your life and objectives evolve.
Whether you are preparing for a confident retirement, planning the future of your business, or navigating estate conservation and asset transfer decisions, Ameriwealth Financial Group is here to help. We invite you to contact us to discuss your needs, evaluate your current situation, and implement a customized plan¹ designed to provide clarity, confidence, and long-term peace of mind.
1Karan Murugesu is a financial advisor offering fee-based financial planning through Eagle Strategies LLC A Registered Investment Advisor.
