Zak Shaik IAR,WMS,CAPP,CWPP

Basic Information

Zak Shaik IAR,WMS,CAPP,CWPP
zak-

A strong reputation with a successful career built over 30 years --- one client at a time.   Families, Charitable organizations and business owners with $5 Million to more than $100 Million in net worth have consulted Mr. Shaik on various topics of ZERO Capital Gains Tax on the sale of Real and Personal property, Income tax mitigation, Estate, Alternative Investments, Private 401(k) plans to shelter up to $10 Mil in PRE-TAX income, TAX FREE Sale of Business and succession planning to name a few of the CFO level services offered by his firm to US persons all around the world. 

He believes “Just as humans are holistic beings so should their financial portfolios be treated!”. To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of his team of tax, legal and estate planning profession­als) to achieve favorable and preferred outcomes. 

His clients gain confidence, knowing their personal,  business and philanthropic interests are strategically addressed to create the "Bubble wrap" effect to protect from all types of internal and 3rd party litigation threats for wealth enhancement.

Let him help you cut through all the financial media noise and get you the advice and systematic coordination you always wanted to manage and grow your personal and family wealth.

In 2011, 13, 16,18,19,20,21 & 2022 Mr. Shaik was identified as a FIVE STAR wealth manager by New Jersey Monthly Magazine. FIVE STAR wealth manager awards are awarded to less than 2% of professionals each year.

                                                          Sabur Private Wealth Management DBA
                                              Independent Registered Investment Advisory Firm

                                                   950 E.State Hwy 114 Ste 160 Southlake, TX 76092   

                                     www.Saburpwm.com                      Email: Advice@Saburpwm.com

Text Box: America’s Retirement Planning Partners (ARPP) LLC is an independent registered investment advisor with the State of Texas and  New Jersey Department of Securities. DBA Sabur Private Wealth Mgt. Neither the company nor its agents or representatives may give tax, legal or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.

Contact Info

Zak Shaik IAR,WMS,CAPP,CWPP
4697028955

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