Services

Financial freedom can look different for everyone, so when planning your long-term goals, it is important to have a network of trusted professionals who listen, support and can help implement your vision into reality.

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.
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

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MO, NC, NJ, NY, RI, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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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