Devji Family Office

Devji Family Office Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Devji Wealth Management is a member firm of PartnersFinancial.

Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Devji Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS are not affiliated with PartnersFinancial.

A CPA friend called me, frustrated:"I just had to refer my best client to 3 different professionals for their business s...
09/03/2026

A CPA friend called me, frustrated:

"I just had to refer my best client to 3 different professionals for their business sale. I'll probably get a fruit basket as a thank you. Meanwhile, those advisors will make $200K+ from MY client."

Sound familiar? 🤔

This is exactly why I'm obsessed with sharing the Virtual Family Office model with every CPA I meet.

Imagine keeping ALL your clients' business.

Imagine earning revenue on EVERY service they need.

Imagine being their ONLY trusted advisor.

It's not just possible, CPAs are doing it right now.

Want to see how? I break it all down in this video 👇

https://conta.cc/4gnONH6

A question I ask retirees who never touch their balance: What are you holding it for?The answer is almost always a healt...
09/01/2026

A question I ask retirees who never touch their balance:

What are you holding it for?

The answer is almost always a health event.

Care for a spouse.

A facility that costs more per month than the first mortgage did.

That instinct is not a planning failure.

The problem is a reserve with no plan attached. It sits in your most heavily taxed account, throws off a bigger required withdrawal every year, and taxes money you are not spending. You pay for the insurance without ever holding the policy.

Better versions of the same protection exist: https://conta.cc/4y61c8j

Every year, CPAs refer away $200K-$500K in revenue.Let that sink in.Your best clients need:- Advanced tax strategies- Bu...
08/27/2026

Every year, CPAs refer away $200K-$500K in revenue.

Let that sink in.

Your best clients need:

- Advanced tax strategies
- Business advisory
- Legal services
- Wealth management
- Risk mitigation

And when you can't provide these services? You send them to someone else.

That "someone else" gets paid. That "someone else" builds the relationship. That "someone else" might eventually get the tax work too.

But what if YOU could offer all these services without:

❌ Hiring specialists
❌ Getting more certifications
❌ Building a bigger firm
❌ Taking on overhead

That's exactly what forward-thinking CPAs are doing with the Virtual Family Office model.

If you're tired of watching revenue walk out your door, watch this → https://lp.constantcontactpages.com/sl/EBX3vXT?source_type=fbpo&source_id=0e56f995-cc7e-46ef-9c61-cafa88b22089

Every December, retirees get a letter telling them the minimum they have to withdraw from their retirement account.You s...
08/25/2026

Every December, retirees get a letter telling them the minimum they have to withdraw from their retirement account.

You spent 40+ years being careful with that money. Now there is a schedule for taking it back out, and the schedule is not yours.

What stings is that usually nobody with this problem is a huge spender!

Free guide on what those forced withdrawals really cost: https://lp.constantcontactpages.com/sl/2WlBc06

Don't be part of the 70% of families who lose wealth by the second generation. Learn to preserve and grow wealth with re...
07/14/2026

Don't be part of the 70% of families who lose wealth by the second generation. Learn to preserve and grow wealth with real estate. Free guide: https://conta.cc/4ojcORJ

Inherited real estate? Learn when to keep, sell, or repurpose for maximum benefit. Our free guide shows you how: https:...
07/09/2026

Inherited real estate? Learn when to keep, sell, or repurpose for maximum benefit. Our free guide shows you how: https://conta.cc/4ojcORJ

A question from a hospitalist last week: "I make $330K but have less saved than my nurse manager. What am I doing wrong?...
07/07/2026

A question from a hospitalist last week: "I make $330K but have less saved than my nurse manager. What am I doing wrong?"

Answer: Nothing wrong. Just incomplete.

As a W-2 physician, you need strategies designed for YOUR situation.

I just released a free guide breaking down:

- 5 pillars of W-2 physician wealth
- Tax strategies your CPA is missing
- Why you're working harder but keeping less

Grab it here: https://conta.cc/4fvnMRX

One Lawsuit Could Undo EverythingJust a single lawsuit. A cyber breach. A misstep in your business structure.That’s all ...
07/02/2026

One Lawsuit Could Undo Everything

Just a single lawsuit. A cyber breach. A misstep in your business structure.

That’s all it takes to unravel years of work.

Download The Five Pillars of Wealth Protection and get ahead of the risks most professionals ignore.

Free copy here → https://conta.cc/46YYQhh

Is your wealth strategy missing out on a $23 trillion opportunity? Learn how real estate can transform your portfolio. G...
06/30/2026

Is your wealth strategy missing out on a $23 trillion opportunity? Learn how real estate can transform your portfolio. Get our free guide: https://conta.cc/4gfCEo0

Address

245 Commerce Green Boulevard, Suite 130
Sugar Land, TX
77478

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Devji Family Office posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Devji Family Office:

Shortcuts

Share

Category