Tarek Soufan
Founder & Senior Advisor
Specializing in investment management and estate planning. Helping clients build, protect, and transition wealth with clear long-term guidance.
Meet Your Trusted
Advisory Team
Our team delivers proactive, personalized financial strategies with integrity and expertise. Discover the professionals dedicated to guiding your financial future with care and precision.
EXPERIENCED LEADERSHIP. PROVEN RESULTS.
Isaiah Moussa
Junior Advisor
Insurance solutions. Specializing in life, critical illness, and disability insurance solutions to protect what matters most.
Nawaz Sani
Junior Advisor
Specializing in mutual funds and administration, Nawaz supports clients with attentive service and helps keep their investment needs organized and on track.
Mary Urquhart
Administration & Client Relations
Specializing in client experience and service coordination, Mary ensures every interaction is handled with care, professionalism, and attention to detail.