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.
Mary Urquhart
Administration & Client Relations
Client experience · Service coordination
The cornerstone of our client experience,
Mary ensures every interaction is handled
with care, professionalism, and attention to
detail.