ensure your financial well-being, now and in the future.

WELCOME TO ASSAD WEALTH MANAGEMENT

Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals.


AT ASSAD WEALTH MANAGEMENT, WE HELP YOU CREATE A holistic view of your wealth and your life.

Optimizing your retirement. We'll help manage the risks of retirement, aiming to preserve the capital you've built and to create a tax- efficient income stream to support your needs and goals.
Preparing for the unexpected. We can't always anticipate the challenges that we may be faced with, but we can plan for them. We'll help you develop comprehensive risk management strategies to provide for those you care about.
Planning for major expenditures. We ensure you have the right plan in place to make your goals a reality - whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Maximizing your business success. From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Managing cash flow efficiently. We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning
Sharing your wealth. Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.

WHAT OUR CLIENTS ARE SAYING…