Helping you grow more than wealth

Value statement

Whatever your personal goals may be, The Sadaka Group will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about The Sadaka Group. 

Thoughtful planning made tangible

Please read my article Thoughtful Planning Made Tangible as seen in Fortune, Entrepreneur & Bloomberg Businessweek.

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Latest Insights

Oil derricks at sunset

Energy stocks: A hedge to rising geopolitical risk

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

Read more