Wealthcare Welcomes Mohammed A. Siddiqui
With 13 years of financial services experience, Mohammed A. Siddiqui serves clients in Massachusetts, New York, Georgia, and Illinois. As a financial advisor affiliated with Wealthcare Advisory Partners, he leverages their comprehensive internal support, which covers trading, investment management, and other crucial financial functions, allowing him to dedicate his focus to personalized client advice.
Mohammed selected Wealthcare due to their robust, goals-driven wealth management services, which cater to his diverse clientele of women, individuals, families, small businesses, entrepreneurs as well as Wealthcare’s ability to create portfolios that some of his clients were interested in such as Islamic Funds. His expertise encompasses financial, investment, wealth management, asset preservation, and tax strategy implementation.
Wealthcare Advisory Partners provides his clients access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform. Through the GDX360 process, he can provide clients with a wealth of information from investment strategies to tax optimization. Wealthcare’s process synchronizes his client’s financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to his client’s plan based on life goals or market changes, he can proactively provide clients with financial strategies that will keep them on track to reaching their personal goals.
