OUR TEAM

About us: Team Members

AHMAD SALTAGI

Registered Investment Advisor

Ahmad started his career as a critical care physician. He is certified in four different American Medical Boards.
His medical career taught him hard work, trust, confidentiality and professionalism.
Ahmad has invested his retirement money in value-based firms. However, he envisioned a firm that is value-based that also helps people allocate their investments and plan for their future.
He has been a real estate broker for few years and has managed multi-properties investment venture as a value-based investment option.
Ahmad became a Registered Investment Advisor in the state of Indiana in 2018.
He studied active portfolio management at Harvard University.
He is currently studying to be Certified Financial Planner at Butler University Executive Education program.

OUR PARTNERS

We Partner With The Best In The Investment And Financial Planning World

CAHRLES CHWAB

Charles Schwab is a trusted name in investment. Our clients' investment accounts are held at Schwab to assure safety and security.

TD AMERITRADE

TD Ameritrade is another big and trusted name in the investment world. TD Ameritrade is another custodian that we use for to hold clients' assets safely.

XY PLANNING NETWORK

We are proudly a member of the high standard XYPN. More than 1000 Advisors and Planners who are fiduciary (work only for client's interests), no sales, no minimums, and no commissions.

RIGHT CAPITAL

A Leading Financial Planning platform that allows clients to budget, plan, aggregate accounts and compare what if scenarios.

About us: Clients