SAR Wealth Management

SAR Wealth Management

Financial Services Lynnwood, Washington, United States 3 employees
Employees
3

SAR Wealth Management Overview

Headquarters
Lynnwood, Washington, United States
Website
sarwealth.com
Industry
Financial Services
Employees
3
Founded
2008
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SAR Wealth Management

Our mission is to provide a holistic solution to managing one’s wealth in ways that conform to Islamic teachings. This method of managing ones Wealth can also be compatible with many People who want their money managed in an Ethical and Socially Responsible way. SAR Wealth Management also offers Complimentary Services to Established 501c3 organizations in raising stock donations for Charity. Services offered: •Advise clients on how to manage their money to achieve certain goals, and prepare a Financial Plan for them to Implement. •Invest client’s money in sharia-compliant vehicles. Investments may include alternative investments, stocks of companies whose operations and products do not go against Islamic teachings etc. •The Equity Portfolio is managed on a discretionary basis. SAR Wealth Management is a Registered Trade Name of SAR Group LLC. SAR Wealth Management is a Registered Investment Adviser in the State of Washington, USA. The Adviser may not transact business States where it is not appropriately registered, excluded or exempt from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

SAR Wealth Management Contact Details

People in AeroLeads
1

SAR Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sarah Wilma Clinical Nurse at Sar Wealth Management
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Employees by Management Level

Individual contributor 4 profiles

SAR Wealth Management Tech Stack

Engineering 1 profile

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