Our Mission
Our mission is to provide investment strategies that seek to align with both Islamic principles and financial objectives. We strive to offer personalized guidance by analyzing financial and ethical factors, aiming to help our clients pursue their investment goals while adhering to their values.
Meet the Team
Hussam Zayyad
President, CFP®, RICP®, ChFC®, CEPA
After recognizing the challenge of finding personalized financial guidance that honors ethical and halal investing principles, Takaful Wealth Management was founded.
With over 10 years of experience, an MBA from NIU, and an MS in Financial Planning from Boston University, Hussam brings deep expertise to clients both domestically and internationally.
His approach focuses on understanding clients' complete financial picture and collaborating with their professional team to develop strategies aligned with their values and goals.
Taher Assaf
Financial Planner and Financial Advisor
From Indiana University's Kelley School of Business, he brings specialized expertise in investment strategy.
Taher focuses on understanding the unique needs of high-net-worth clients and developing customized solutions that align their financial objectives with their personal principles.
Coming Soon
Your New Financial Advisor
Judy Merz
Personal Assistant to Hussam Zayyad
Christina Bumba
Marketing Assistant
Through our relationship with WestPoint Financial Group, we have access to the following additional resources.*
David Brennan
Chief Investment Officer Director of Financial Planning WestPoint Financial Group, CFA®
Daniel Baldwin
Director of Financial Planning WestPoint Financial Group, CFP ™ I CLU®
*Additional resources are not employees of Takaful Wealth Management
Our Process
Our comprehensive six-step approach is designed to ensure a thorough, personalized financial planning:
Step 1: Discovery Meeting
to understand your unique goals and objectives.
Step 2: Gather Data
to develop your personalized plan.
Step 3: Analyze and Develop
to get a clear understanding of your financial goals and objectives. Then analyze your portfolio to identify any gaps that may exist.
Step 4: Plan Presentation and Delivery
and provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
Step 5: Implement
we work with you to implement* your strategies and secure the required products and services to help you strive for financial freedom.
Step 6: Monitor & Update
we work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.
Our Difference
What sets us apart is our focus on integrating personal values with financial strategies. Our comprehensive approach considers both the numbers and what matters most to you.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services my result in commissions or fees outside the financial planning fee.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 30 S. Wacker Dr, Suite 2700 Chicago, IL 60606. 630-441-1000. Takaful Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.