let’s plan for every aspect of your financial life, together.
WHAT OUR CLIENTS ARE SAYING…
“We have been with Investors Group for about six years and with Hash Assad as our advisor for over two years. Being recently retired, we favor the more conservative programs offered by IG. Our return has been good and exceeds that of most of our friends who are in a similar position. IG, and in particular Hash, have been very helpful in planning our retirement and Hash spent many hours with us to ensure that everything was in order. Finally, the response of IG to our e-mailed questions and requests is timely and very useful. This is appreciated.”
- KATY AND GREG
Pre-retirees and Retirees
You may have spent your working life accumulating wealth. Now you are getting ready to move to the next phase. This will involve a fundamental change in how you view and manage your wealth. We are here to listen and help you look forward to a long and comfortable retirement.
Muslim Clients
At Assad Wealth Management we have a unique approach to investing. We give you the opportunity to be financially independent, while following your values. Our team will assist you in developing the optimal strategy to achieve your goals through a halal investment strategy that adheres to Islam’s ethical investing principles.
BUSINESS OWNERS & ENTREPRENEURS
We work with business owners and entrepreneurs who have spent years and even lifetimes building their business. Building wealth goes beyond running a strong balance sheet and showing profits each year. A key to enjoying the results of your hard work is to build wealth inside and outside your business.
HEALTHCARE PROFESSIONALS
Given your commitment to the well-being of your patients and staying current with medical advancements, you may not have time to focus on your present and future wealth management needs. We offer practical investment and tax management insights that are relevant to your needs as a medical professional.
EXECUTIVES
If you are an executive who has spent a good part of your life building a successful career, you may be surprised at how quickly the complexity of your tax bill, investment portfolio and compensation structure has grown. We can help you build a plan to address the many wealth-related questions you may have about the next step and how you can enjoy the lifestyle you have built over a demanding career.
FAMILIES
We believe that strong communication between different generations is critical because as the values and goals of all members are heard, conversation among them becomes easier. By taking the time first to ask questions in a comfortable environment, we learn about your life goals and your family dynamics. We then customize an investment plan that confirms where you are financially and where you want to go.