Our Company

Fareed Wealth Management is a fee and commission based financial services firm. We strive to achieve a reputation for competence and excellence in the industry by leveraging our broad technical strengths and resources to address clients’ goals and build long-term trusted relationships.

We focus on comprehensive wealth management including: investment management, insurance services, retirement planning, stock options analysis, tax planning and estate planning. Our robust investment strategies are personalized and encompass the following:

• Optimized portfolio construction
• Access to a wide variety of alternative investments through LPL Financial
• Forward-looking forecasts of targeted return and risk projections from an extensive network of experienced professionals
• Institutional level investments
• Rigorous due diligence

Our mission is to provide the highest level of financial advice and investment management for our clients and to be their long-term trusted advisor.

We commit to:

• Place client interests above the firm’s in providing objective advice and access to a wide variety of independent products
• Stay abreast of changes in the economic and financial landscape
• Be accessible to advise clients on all major financial decisions
• Be proactive in providing midcourse guidance as conditions merit