6275 W Plano Pkwy #500, Plano, TX 75093·Mon–Sat 8:00am – 6:00pm
Premium wealth planning · Dallas, Texas
A smarter way to retire — with less risk, lower taxes, and reliable income.
We help high-income professionals, business owners and retirees structure their wealth so it is not overexposed to market risk, unnecessary taxes, or uncertainty in retirement.
How we help
Our strategies are designed to reduce taxes, protect your assets, and create reliable income — so your money works for you, not against you.
We help structure your assets to minimize current and future taxes through strategic planning and tax-advantaged solutions.
Participate in market growth while protecting your principal from downturns, helping you build wealth with greater confidence.
Turn your savings into predictable, reliable income designed to last throughout retirement — regardless of market conditions.
Access advanced, tax-efficient strategies designed to enhance long-term wealth beyond traditional approaches.
Who we serve
We don't believe in one-size-fits-all financial planning. Every client has a unique story, unique goals, and unique challenges — so we take the time to understand where you are and where you want to go.
Turn savings into reliable income.
Convert your assets into predictable, tax-efficient income while protecting what you've built.
Build wealth beyond your business.
Turn business success into long-term personal wealth with strategies designed to reduce taxes, protect assets, and create income independent of your business.
Keep more of what you earn.
Optimize your income with tax-efficient strategies, downside protection, and structured planning.
Extend wealth beyond your career.
Maximize earnings during peak years and build a long-term financial foundation.
Our approach
Ninety Nine Wealth was built on a simple but powerful conviction: high-net-worth individuals deserve more than cookie-cutter financial plans and reactive advice. They deserve a firm that thinks ahead, moves with intention, and treats their wealth with the same precision they used to build it.
We believe the goal isn't just to grow wealth — it's to protect it, reduce taxes, and turn it into reliable income you can depend on. That's why our strategies focus on efficiency, protection, and long-term stability, not unnecessary risk.
We believe wealth is not an accident, and neither is its preservation. The families who protect and grow their wealth across generations do so because they made intentional decisions, worked with the right advisors, and refused to leave critical outcomes to chance.
We are not a volume shop — every strategy is custom, every relationship deliberate. Discretion is non-negotiable.
Helping high-income individuals and business owners protect, grow, and structure their wealth since 2015
Why clients choose us
We are not a volume shop. Every strategy is custom, every relationship deliberate.
You get a dedicated team that answers the phone. Clients tell us responsiveness is the difference they notice first.
Every plan starts from your situation, not from a product shelf. Personalized solutions, tailored to individual needs.
Honesty and transparency in every interaction — sound advice on your options regardless of our commission.
See for yourself
A short introduction to Ninety Nine Wealth, straight from the firm.
Services
Our clients come from diverse backgrounds, but they share a common goal — preserving their financial legacy while maximizing opportunities for long-term success.
A powerful retirement income strategy means knowing exactly where your money is coming from — Social Security, pension income, investments, or all of the above — and making sure it never runs out.
Schedule a private strategy callOne bad market downturn near retirement can undo years of hard work. We help you get ahead of market volatility with smart preservation strategies designed to protect what you've earned.
Schedule a private strategy callLife insurance is one of the most powerful, tax-efficient tools for passing wealth to the people you love. A well-structured strategy means more of your money goes to family, not the government.
Schedule a private strategy callThose who plan for long-term care are the ones who keep their retirement intact if it happens. We evaluate where you stand today and design a protection strategy that acts as a true safety net.
Schedule a private strategy callWe partner with experienced estate planning attorneys to craft a comprehensive legacy strategy — wills, trusts, and beyond — so your wealth reaches the right people, at the right time.
Schedule a private strategy callRolling an employer plan into an IRA can unlock lower fees, more flexibility, and greater control. Roth conversions aren't right for everyone — converting too much at once could push you into a higher bracket.
Converting an employer plan to a Roth IRA is a taxable event. Consult a qualified tax professional.
Schedule a private strategy callPrivate client services
Reserved for clients whose situation calls for more than a conventional plan. We build these alongside your CPA and estate attorney.
A tax-efficient strategy leveraging premium financing for wealth growth.
Maximize estate value with tax-efficient life insurance solutions.
Convert traditional retirement savings into tax-free income.
Our process
You will always know what happens next, and nothing moves until you say so.
30 minutes · No obligation
We start with a short call to understand your current situation, goals, and concerns around taxes, income, and risk.
Built around your numbers
We build a customized plan focused on protecting your assets, reducing taxes, and creating reliable income.
You approve every step
We'll walk you through the strategy step-by-step together so everything feels clear and dialed in. Once approved, we'll take care of the execution to ensure everything is structured correctly.
Regular reviews, direct access
As your life and markets change, we help adjust your strategy to keep you protected and on track.
In their words
Don't just take our word for it — here is what people who work with us have said.
My mother has an annuity, but her agent ghosted her for the last few years. The annuity firm made it impossible to speak to a single dedicated person or to answer my questions. I was actually about to get my lawyer involved when I got a referral from my financial advisor to speak to Nik. Immediately, Nik and his team were able to untangle the bureaucracy and provide qualified answers and connections for my issues. They provided sound advice on my options, regardless of their commission/benefits. I am hesitant to trust anyone, especially insurance agents, but I feel secure that they are fiduciary and well qualified.
Nik and his team are very responsive. While I appreciate their knowledge and expertise, it's more important to me to have an advisor that responds when I call and communicates with me regularly on my portfolio. Highly recommend this team!
I've been working with Nik now for a couple of years. He's very thorough and detailed. He'll take time to get to know your entire situation — at first we didn't even do business, but he did keep in touch. When the time was right, we were able to move forward and I'm very happy with everything. The products that he offered were something that I have never seen before. I felt very safe with limited downside.
They took the time to understand my situation and clearly walked me through different options for retirement planning aside from my 401k and creating reliable cash flow. What stood out most was how they explained everything in a straightforward, pressure-free way, which made it much easier to make informed decisions. I felt supported throughout the process and appreciated their transparency and professionalism.
They've been incredibly helpful whenever I've had questions about financial planning — whether it's retirement, investing, or just understanding the market better. What really stands out is how clearly they explain things; they make complex topics easy to understand without ever feeling overwhelming. Nik and Jake have always been there whenever I've needed them.
Client statements shown above are unpaid and were provided voluntarily. They reflect the experience of the individual client, are not representative of all clients, and are not a guarantee of future performance or success. No compensation was provided in exchange for these statements.
The team
Every relationship is deliberate. These are the people you will actually be working with.
Founder
Founder & CEO
Nearly a decade of hands-on experience in high-net-worth financial planning. Finance degree from UT Dallas and a Certified Financial Fiduciary designation, recognized multiple times by the Million Dollar Round Table. Founder of GPS My Finance, a financial literacy nonprofit.
Chief Operating Officer
Eight-plus years as a Senior Accountant in school finance and accounting operations, with expertise in complex funding streams, audits, and financial analysis for multi-campus organizations.
VP of Operations
Leads operations, client experience and strategic initiatives. Finance degree, with a background in wealth-management client relations and financial analysis — including work with clients holding up to $100M in assets.
VP of Business Development
Former U.S. Marine who enlisted at 18, then built a private training business in DFW followed by a decade in corporate fitness leadership. Brings a coaching and leadership background to every client relationship.
Client Relationship Manager
Background in fine art publishing, branding and events at the Dallas World Trade Center. Board involvement with Girls Save the World, the DFW Press & Media Club, and the Frisco Film Festival.
Ninety Nine Wealth partners with GPS My Finance, a nonprofit founded by Nik Jeevaraj, to run financial literacy workshops and publish free resources.
Frequently asked
Still have questions? Schedule a call and we’ll walk you through everything step by step.
We primarily work with high-income professionals, business owners, and retirees who want to reduce taxes, protect their wealth, and create reliable retirement income.
A successful retirement isn't just about having a large account balance — it's about having clarity and confidence. Our goal is to help you turn your savings into a predictable, tax-efficient income strategy so you can enjoy retirement without constantly worrying about the markets.
Yes — this is one of the most important parts of our planning process. Many people enter retirement with most of their money in tax-deferred accounts like 401(k)s and IRAs, which can create a significant tax burden later on. Every situation is different, but having a proactive tax strategy can make a meaningful difference in how much of your money you actually keep.
The best time to start is before you need the income. Planning early gives you more flexibility — especially when it comes to taxes, market timing, and structuring your income strategy the right way.
Most of our clients have $100,000+ to reposition, though we can evaluate different situations during your initial call.
We'll walk through your current situation, identify risks and opportunities, and determine if a customized strategy makes sense for you.
Take the first step
A discovery call takes about 30 minutes, costs nothing, and carries no obligation. Most of our clients have $100,000+ to reposition, though we evaluate every situation individually.
Call the office
(214) 517-9382Email us
Nik@ninetyninewealth.comOffice hours
Mon – Sat, 8:00am – 6:00pm