Our Clients – Individuals and Families

We specialize in working with individuals that have been successful in their respective industries and who value the time and experience of having a network of experts. Our clients look for and deserve a sophisticated, bespoke approach to their wealth management needs and family legacy.

The Laith Khalaf Wealth Management Group is dedicated to establishing a collaborative relationship to help you reach your life goals through careful wealth management planning.

Coordinating our clients’ wealth management strategies with their tax and legal advisors is a cornerstone of our engagement. Ultimately our goal is to help you preserve your net worth from tax erosion by building a more coordinated relationship with your tax and legal advisors.

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1 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender

2 Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.

3 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

4 Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Whether we are working with you to achieve goals for yourself, your family, or your business, you’ll receive a thorough, hands-on approach that you can depend on.