SAR Wealth Management

SAR Wealth Management serves individual and high‑net‑worth clients, as well as trusts, foundations and other entities, providing discretionary investment management, financial planning and financial consulting under written agreements. The brochure also notes the firm works with international clients and, on occasion, advises Royal Families and sovereign wealth funds, reflecting a client mix that includes non‑U.S. households and institutions.

The firm generally manages portfolios on a discretionary basis and emphasizes Sharia‑compliant and other socially responsible investment approaches, which limit exposure to interest‑bearing securities, certain sectors and some trading strategies; the brochure cautions that these exclusions can produce different volatility and liquidity characteristics than broader market indexes. SAR Wealth describes an ongoing review process and uses custodians such as Altruist and Interactive Brokers for trade execution and custody while providing periodic account monitoring and financial planning services.

SAR Wealth operates as a DBA of SAR Group LLC and discloses multiple non‑investment business activities under that umbrella, including import/distribution and management consulting, and the firm’s principal is also an insurance‑licensed professional who sells and services insurance products (reported as a small portion of time). The combination of a small discretionary asset base run by a compact advisor team, a pronounced Sharia focus, documented cross‑border client service and the firm’s ancillary business and insurance activities are features that set its business model apart from many peers.