Malik J. Khaliq, Executive Director, Private Wealth Financial Advisor, PIM Portfolio Manager, and associates are knowledgeable professionals who can help you put together all of the pieces of your financial life and feel more confident about your potential to reach your goals. Your finances are highly personal, so it’s vital that you feel comfortable talking to us about whatever’s on your mind.
We have an open-door policy—you’re always invited to meet with us to discuss any questions or concerns. We love helping clients navigate the sometimes-confusing investing process, and we want to help you pursue your dreams for your future. Below are the services we currently offer.
Tax Efficient Strategies
Passive investments, Active investments, Etc.
Investments
ETFs, Individual equities, Fixed income, Etc.
Retirement Planning
401(k), IRA, SEP & Simple IRAs
Risk Management
Asset/Preservation planning, Asset division
Education Funding
529 plan, multi-generational planning for children and next generation children
Insurance
Buy/sell, Life, Long term care, Disability
Employee and Executive Benefits
Stock options, Key employee, Executive plans, Retention plans
Wealth Planning
Our wealth planning process is a collaborative, one-on-one process
Emergency Planning
Liability Management
Working with Your Legal Team on Estate Planning Strategies
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
