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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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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

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AI through an ESG lens

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

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