What Services Do We Provide?
We provide a customized approach to investment management and financial planning that puts clients at the forefront. The result is a personalized plan and portfolio that are closely monitored to achieve your goals.
Portfolio Management
We do not believe in 'one size fits all' solutions. We take the necessary time to actively listen to and understand what your individual goals and needs are. You’ll also hear from us regularly to check-in as your needs and goals evolve over time.
Financial Advisory
We provide trusted advice, and a simple to read and easy to understand plan based on your financial needs. With a plan designed especially for you, we can help you prepare for today, and into the future by setting your goals, understanding your obligations, defining your time horizon and plan for that ‘rainy day’ whenever it might come.
Retirement Advisory
The path to retirement is different depending on what stage in life you’re in. Whether you’re saving for retirement, preserving your savings or growing your retirement income, SP GlobalWealth will work with you toward the goal of a comfortable and secure retirement.
Why Invest with ShariaPortfolio GlobalWealth?
Personalized Approach
Each investor is unique and deserves the right level of attention. Let us get a better understanding of your goals to then create a personalized plan in order to help you achieve your financial objectives.
Investing Aligned with Your Values
SP GlobalWealth offers wealth management solutions that are aligned with your values allowing you to reach your financial goals in a Sharia-compliant manner.
In-Depth Expertise & Experience
Our experienced team of advisors are ready to help clients in the United States, Canada, Europe, Asia, the Middle East and other jurisdictions where the firm is able to advise with their short-term and long-term goal. Let’s get you on the right track
