Saede Maleki Email & Phone Number

My philosophy of service is a gift from my father. Growing up, he shared the following piece of advice with me regularly: “If you do anything for money, you won’t have success—love is the true prerequisite for achievement.” He lived out that maxim in his career as a physician, and I have taken it to heart as I strive to bring passion and humility to my work as a holistic wealth management advisor.As principal and co-founder of Beauchamp Maleki Group (BMG), I am a steward of a team of advising professionals who are similarly committed to those we serve. Our goal is to create value worth paying for, and our clients always come first.We work with individuals who are looking for relationship-driven financial planning. If you are in search of a product, particular service, or transaction, we may not be the best fit. Our signature approach is a deep-dive, research-intensive, multidisciplinary process. We try to understand our clients’ goals and dreams in great detail so that we can create strategic financial plans that reflect their values and beliefs. Without taking that time upfront, we would simply be planning in a box.When clients already have an advising team in place, we often work collaboratively with them and leverage our networks to further build-out their team. Understanding what players are currently on the field helps us see how we can cooperate, or identify potential blind spots. We strive to build our client’s networks for their maximum benefit.To learn more about Beauchamp Maleki Group, visit us at www.bmg-nm.comBeauchamp Maleki Group’s Specialties: Business Succession Strategies | Privately Held Businesses | Financial Planning | Risk Management | Asset Transfer Strategies | Wealth Management | Investment Strategies | Retirement Solutions | Insurance Planning

Listed skills include Strategic Planning, Investments, Financial Analysis, Portfolio Management, and 7 others.