NetworkยทFamily Office

Bassam Wealth Management, LLC

Unclaimed

๐Ÿ“ PALM BEACH, FL

Family Officetechnologyfinancial serviceshealthcaremedia
bassamwealthmanagement.com โ†—

SEC CRD #801-130321

About

Bassam Wealth Management | AI-Powered Wealth Solutions 2875 South Ocean Boulevard, Suite 200-28, Palm Beach, FL 33480 (561) 494-6391 Client Login Your trust. Our expertise. Our responsibility to our clients comes first. From wealth management to family office solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. Make an Appointment ... no copy here ... ... no copy here ... ... no copy here ... ... no copy here ... Work With the Best No matter how complex your investing situation is, we can help. Make an Appointment Our Clients We maintain strategic expertise across a broad range of investor profiles Entrepreneurs Executives Portfolio and risk management Learn more Peak Career Professionals Wealth-building education and strategies Learn more Office" /> Family Office Guiding wealth decisions across generations Learn more Worth br/>" /> High-Net Worth Wealth strategies that allow for tax management Learn more Schedule A Consultation If you believe you could benefit from working with a financial professional, let s review yours goals to see if you re a good match for our practice. Make an Appointment Our Services When was the last time you sat down and had a frank conversation about your investments? Our team is composed of industry experts with decades of combined experience. Whether you re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise. Wealth Ma

Key Contact

ES

EHSAN S. BASSAM

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (561) 494-6391

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Geographic Focus

flunited statesglobalnortheast
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AUM

$241M

Location

PALM BEACH, FL

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