About WealthTech Advisors

We help build, manage, preserve and transition wealth for business owners, professionals and investors preparing for retirement.

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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Our Services

Our Team

Pankaj (Pete) Udeshi has been a Wealth Advisor for over 25 years. He loves helping business owners and professionals...
Denver Dyer is passionate about building sound investment portfolios. He strives to level the playing field for his...

What is Your Financial Road Map?

Let us tell you about the challenges in achieving financial security.

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