We are proud to announce that Khaliq Group Wealth Management has been awarded the with the following recognitions. These recognitions serve as a reminder that we are committed to working every day toward financial success.

2025 Forbes Best-in-State Wealth Management Teams (Formerly Khaliq Group):

See full list of winners: Forbes award page
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View Award Disclosures

Malik Khaliq, Executive Director, Private Wealth Financial Advisor, PIM Portfolio Manager, 2025 Forbes Best-In-State Wealth Advisors:

See full list of winners: Forbes award page
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View Award Disclosures

Listen

We start every relationship by listening to you, gathering all the information important to pursue your goals.

Plan

We organize and construct your information into a custom action plan that is specifically tailored to you and your family.

Examine

We strategically explore various investment scenarios and outcomes, striving to stay on top of the market as it shifts, because life changes happen on a fluent basis.

Show

Our investment process focuses on risk management in your portfolio while striving to maximize returns geared to your risk tolerance. We keep you appraised of your progress.

Implement

We help coach you through your important life decisions and work closely with your personal and corporate wealth management team, including your attorney, CPA, etc.

Review

By building a strong, long-lasting, trustworthy relationship we will help keep you on track to reach your financial goals.

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Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
Khaliq Group Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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