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Financial Planning
We are currently offering
complimentary financial planning services to clients that have investable assets of
$100,000 or above,
whether you already invest with Wahed, or elsewhere.
View our privacy policy
here
Full Name
*
Email
*
Phone Number
*
Preferred contact method
*
Email
Phone
City
*
State
*
Do you currently invest with Wahed?
*
A
Yes
B
No
Investable Asset Range
*
A
$100,00 - $500,000
B
$500,001 - $1,000,000
C
$1,000,000 +
Interests
*
Retirement planning
Educational planning
Estate planning
Other (add a message)
Message (optional)
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