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The IRS thanks you for your generosity, ready to stop being so nice to them? 

One Advisor. Two Critical Roles. Tax-Smart Legal and Financial Strategy from a Trusted Attorney and Wealth Expert.

Contact us today

To set up a free thirty-minute conversation to get your most important tax questions answered.

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Meet Nik Agharkar

Nikhil (Nik) S. Agharkar, Esq.
Owner, Managing Member

A graduate of Carnegie Mellon University, Nik is a highly skilled tax attorney and wealth advisor. Nik has a unique way of finding obscure sections of the tax code to help create dynamic and powerful tax-saving strategies for his clients. Nik works with executives, small business owners, and family offices to game plan their journey to paying the least amount of tax allowable under the law. Nik also has experience in tax preparation, ensuring that the strategies he creates for clients are implemented correctly.

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Who Nik Serves

This Isn't for Everyone — And That's by Design

  • High-income earners tired of writing six-figure checks to the IRS

  • Business owners and entrepreneurs protecting personal and business assets

  • Professionals with complex income and liability (doctors, attorneys, etc.)

  • Affluent families building multi-generational wealth

  • Real estate owners and investors preserving gains and minimizing risk

What Nik Does

Tax Strategy & Preparation

Proactive strategies. Real savings. Actual meetings.

Legal Representation
& Tax Controversy

Licensed attorney handling audits, disputes, and negotiations.

Asset Protection

Legal structures to safeguard wealth against lawsuits, creditors, volatility.

Estate & Legacy Planning

Custom plans that preserve wealth across generations.

Why Work With Nik

Nik brings both — bridging legal precision with real-world tax strategy.

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Dual licensed attorney and wealth advisor

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Personalized, hands-on planning

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Proven savings across client base

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High-integrity, high-confidentiality practice

*Wealth advisory services offered through ShoreHaven Wealth Partners, a separate entity with separate fees.

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Ready to Keep More
of What You Earn?

Let’s talk about what you're leaving on the table — and how to fix it.

Real Clients. Real Savings. Real Protection.

“Nik and his team have been an invaluable asset to reframing the way we think about money and our future. From advice on taxes, to estate planning, to wealth advisory, Nik helped solve our most difficult challenges while explaining the reasoning every step along the way. The changes we’ve made together give us confidence that we’re in the best position possible as we plan for retirement.”

Steve & Krista S.

“Though we’ve only been working with Crowne Point for a short time, we have found Nik and his team to be a breath of fresh air. Before we started working with Crowne Point, we had difficulty just getting our advisors on the phone; now we feel confident that if we have a question, we will get an answer and guidance without waiting even a day for a response. What a difference!”

Skolfield Sports Performance

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Ready to unlock your financial potential?

Let’s craft a strategy that works for you.
No matter your situation, we deliver tailored solutions that make a real difference.

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