Offering a suite of services suited to your needs

Muhareb Wealth Management work with individuals at every stage of their financial journey. Whether you’re just starting out, mid-career, planning for retirement or already enjoying your golden years, we can give you advice and guidance to build your confidence that your finances are working for you at every point along the way.

Retirement Planning & Living in Retirement

Enjoy your golden years the way you’ve always wanted with a solid retirement plan. Find out what you’ll need to retire and get the tools and strategies to properly implement that plan when the time finally comes. With our guidance, our goal is to help make your retirement dreams a reality.

Investment Consultation & Management

Make your money work for you with helpful advice to build a solid, diversified portfolio positioned for growth. A bright financial future requires more than savings, it requires strategy. Get the help you need to grow and save your assets, wisely.

Estate & Wealth Transfer Planning

Develop a straightforward wealth transfer plan that’s easy to follow so you know exactly where your money is going, even after you’re gone. We work with lawyers, accountants and other members of your team to help you create clear directives for your executorsand beneficiaries.

Small Business Planning

Develop a strategy for your business that aims at pursuing stability and employee retention. Get the advice and insight you need to build out the right retirement packages for yourself and your employees. Develop a comprehensive succession plan and be prepared for each step in your business’s development and growth.

We can work in collaboration with your entire financial team — CPAs, Attorneys and other consultants – to optimize and streamline your financial planning to help preserve, grow and manage your assets, all at the same time.

We hold to a Fiduciary Standard giving objective advice. We serve no other interest but those of our clients.

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We're in the business of helping people

We bring clarity and experience to your business by helping you to deal with some of the financial complexities that come with running an organization:

  • We’ll give you a strategy for managing 401ks or other retirement plans
  • We’ll collaborate with your tax advisor and third-party administrators
  • We’ll guide you through incentivization and key-man compensation
  • We’ll guide you through the process of developing a solid succession plan
  • We can provide you sage advice for buy-sell agreements
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Schedule a Free Consultation

Everyone has their own financial needs and objectives. We offer a personalized service that always put our clients first. Book a consultation to discuss your specific financial goals so we can help create a plan that meets your objectives.