Our Services

We provide sophisticated, Sharia-compliant wealth management for high-net-worth individuals. Our comprehensive approach aims to ensure your investments and legacy remain both profitable and halal.

**Investment strategies are tailored to individual circumstances and objectives.

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What are Advisory & Trust Services?

A trust company can provide a wide-range of trust services, such as investment management, tax reporting, and bill paying, to help provide financial security for your family by helping grow, preserve, and transfer wealth to the people and causes you care about.

Trust Services offered through MassMutal Private Wealth & Trust, FSB, a wholly owned subsidiary of Massachusetts Mutal Life Insurance Company.

What is Business Exit Planning?

It is a strategy for transferring a business to new owners or the next generation. Exit planning is a dynamic process that involves considering the owner's personal and financial goals, and can help ensure a smooth transition.

What are Tax Optimization Strategies?

Tax optimization strategies seek to minimize your tax liability and maximize your after-tax returns.

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Advisory & Trust Services

We provide sophisticated solutions that seek to preserve and grow wealth. Our services are designed to protect and enhance your legacy.

Wealth Management

Customized Portfolios

Insurance Planning

Estate Planning

Charitable Donation Strategies

Tax Strategy

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Business Exit Planning

We help business owners maximize value and ensure smooth transitions through succession planning and wealth transfer strategies. *Takaful Wealth Management does not provide qualified business valuations. For a qualified or certified business valuation consult a properly credentialed appraiser.

Business Value Estimate*

Succession Planning

Tax Planning

Financial Planning

Legal and Regulatory Compliance

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Tax Optimization Strategies

These services are designed to help you minimize your tax liability while maximizing your wealth. We provide Shariah-compliant strategies for charitable giving, investment planning, retirement savings, and estate planning.

Tax-Efficient Investing

Charitable Giving Strategies

Executive Compensation Planning

Tax-Loss Harvesting

Retirement Planning

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Schedule your complimentary consultation today and let's create a path towards financial success.

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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.