Private Wealth Management
CALL US TODAY: 949.719.2625
Personalized Portfolio Management.
At Farah Private Wealth Management, we create:
At Farah Private Wealth Management, we have a simple, transparent fee structure based on the size of your portfolio. We don’t earn commissions so there’s no incentive for us to buy or sell investment products or trade your account frequently. This aligns our interests with yours: in other words, if you do better, we do better.
Flexible Investment Approach.
Transparent Fee Structure.
Farah Private Wealth Management manages your investments based on your personal goals and our forward-looking views of the market. Our dynamic, flexible approach to investing positions portfolios to benefit from opportunities we see in the global market. As we manage your portfolio, we educate you along the way so you have the knowledge to understand what’s happening in your portfolio and why. We find this transparency helps clients feel more comfortable with their investments.
From the very beginning, Farah Private Wealth Management will spend the time it takes to understand your personal situation, time horizon, financial goals and cash-flow needs. We discuss our investment approach and philosophy with you. We then create a strategy that meets your situation and investment goals. And that’s just the start. We check in regularly to help ensure your investment strategy stays aligned with your lifestyle and goals.
Smart Investment Solutions for Private Investors
Our core investment offerings have been designed to serve as the foundation for long term investment plans. Farah Private Wealth Management specializes in individual portfolios, family trusts & foundations, retirement and rollover assets.
Michael Farah has been a Money Manager for over 44 years. He is a Trustee for many families, trusts and foundations. We work with our clients' CPAs; and tax and estate planning attorneys to deliver seamless transactions for family trusts and foundations. Michael Farah is a certified trustee recognized by the American Bankers Association, and is certified as a CTFA (Certified Trust and Financial Advisor).