About Us

Welcome to Ninety Nine Wealth

Our focus is on delivering tailored, tax-efficient financial strategies that protect, grow, and preserve your wealth for generations.

At NinetyNine Wealth, we specialize in tax-efficient wealth accumulation, retirement income planning, and legacy preservation for high-net-worth individuals. Our approach is rooted in precision, discretion, and expertise, ensuring that our clients have customized financial strategies to secure their wealth for generations.

At NinetyNine Wealth, we are committed to financial literacy and education. We believe that an informed client is an empowered client, capable of making strategic decisions for long-term success.

That’s why we partner with GPS My Finance, a non-profit organization dedicated to enhancing financial literacy and providing individuals with the tools they need to take control of their financial future. Through workshops, resources, and expert guidance, we help our clients and their families build a foundation of financial confidence and security.

why choose ninety nine wealth

We See Solutions
Growing for your Business

Our Consultants provide the highest quality advice and technical support and will assist your organization by thoroughly assessing your IT infrastructure and recommending the best long-term approach given your unique resource requirements.

Strategic Analysis
80%
Development Experience
90%
Enterprise Solutions
95%
Experience and Expertise
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Strategic Marketing
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Customer Focused
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Industry Certified
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Saving Costs
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Honesty and Integrity
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Customer
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Years Proven
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Honorary
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the teams member

Get to Know the Incredible Individuals Behind our Company.

We are Always Dedicated to our Work
Are Leading Consultants that you can Trust
Say No to Laziness
We are One Big Family

The Family Herrington

Nik Jeevaraj

Founder & CEO

Nik Jeevaraj is the Founder and CEO of Ninety Nine Wealth, bringing nearly a decade of hands-on experience in high-net-worth financial planning. Since earning his degree in Finance from UT Dallas in 2015, Nik has built a career helping families, professional athletes, and business owners grow and protect their wealth with precision, discretion, and trust. He holds the Certified Financial Fiduciary (CFF®) designation and has been recognized multiple times by the Million Dollar Round Table (MDRT) for excellence in ethical client service.

Nik’s expertise spans complex wealth strategies for clients managing over $100M in assets, and his passion lies in delivering personalized financial solutions that support long-term stability and legacy-building. Grounded by his faith, Nik is a proud husband, father of two daughters, and an active leader in his local church and community. He also founded GPS My Finance, a nonprofit committed to advancing financial literacy across all walks of life.

Jenny Sarangaya

Chief Operating Officer

Jenny Sarangaya is the Chief Operating Officer of Ninety Nine Wealth, where she leads operations, client experience, and strategic initiatives. With a bachelor’s degree in finance and a diverse background—including client relations in wealth management, financial analysis, and executive administration in the oil & gas sector—Jenny brings both analytical insight and operational excellence to her role.

She has worked closely with high-net-worth clients with assets up to $100 million, giving her a deep understanding of the sophisticated strategies used by affluent families. Jenny is especially passionate about making these tools and principles accessible to everyday individuals. She believes that mastering foundational financial habits—like budgeting—is the gateway to building long-term, generational wealth.

As a child of minorities who lacked access to quality financial planning resources, Jenny is driven by a personal mission to educate and empower others to make confident, informed decisions about their financial futures.

Jake Zinn

VP of Client Acquisitions

Jake Zinn brings a powerful blend of discipline, leadership, and a lifelong passion for helping others thrive. His journey began with a deep love for competition and performance, leading him to enlist in the U.S. Marine Corps at 18. There, he honed the mental toughness, strategic thinking, and integrity that continue to shape his approach today.

After his service, Jake launched a successful private training business in the Dallas-Fort Worth area, coaching clients toward peak physical and mental performance. This evolved into a decade-long career in corporate fitness, where he held senior management roles with national gym brands—leading teams, scaling operations, and mentoring others with a people-first mindset.

Now, as Senior Client Acquisition at Ninety Nine Wealth, Jake draws from his extensive background in coaching, business development, and leadership to help individuals and families build lasting financial strength. For Jake, this work is more than a career—it’s a calling. He brings the same intensity, care, and mission-driven mindset that defined his past to the financial lives of those he serves today.

Private Client Services

Our premium wealth planning services are designed for high-net-worth individuals in Dallas seeking strategic financial growth and protection:

Premium Finance – Cash Accumulation:

A tax-efficient strategy leveraging premium financing for wealth growth.

Premium Finance – Legacy Planning:

Maximize estate value with tax-efficient life insurance solutions.

Roth Conversions:

Convert traditional retirement savings into tax-free income for the future.

Retirement, Estate & Tax Planning

We provide a variety of Retirement and estate planning strategies to help Dallas-based clients secure financial stability, including:

Accumulation Strategies:

Growing wealth through structured investment vehicles.

Income Planning:

Ensuring a steady and reliable retirement income stream.

Long-Term Care Planning:

Protecting assets while preparing for future healthcare needs.

Tax-Efficient Strategies:

Minimize tax burdens while maximizing wealth transfer.

Trust and Estate Structuring:

Create customized trusts and legal structures for asset protection.

Recognized by the best

Clients Trust Herrington.

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

Financial Education: Empowering Your Financial Future

At NinetyNine Wealth, we are committed to financial literacy and education. We believe that an informed client is an empowered client, capable of making strategic decisions for long-term success.

That’s why we partner with GPS My Finance, a non-profit organization dedicated to enhancing financial literacy and providing individuals with the tools they need to take control of their financial future. Through workshops, resources, and expert guidance, we help our clients and their families build a foundation of financial confidence and security.

Learn more at  GPSMyFinance.com.

Let’s Work Together!

Whether you’re focused on growing, protecting, or preserving your wealth, we bring the experience and strategy to support you at every stage. Our approach is tailored, proven, and built to deliver results that last.

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We Plan, You Prosper – Premium Wealth Planning in Dallas, Texas

 
Address Business
6275 W Plano Pkwy #500 Plano,
TX 75093
Contact With Us
Call Consulting: (214) 517-9382
Working Time
Mon - Sat: 8.00am - 18.00pm
Holiday : Closed