Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Sam Bakir, CFP®
President
Issam “Sam” Bakir earned his CERTIFIED FINANCIAL PLANNER™ certification after completing studies in tax management, employee benefits, retirement planning, estate planning, investment management, and insurance.Sam...
Tarik Bakir, CFP®, CIMA®
Owner / Financial Advisor
As a Financial Advisor at TNT Asset Management, I specialize in investment planning, business planning, tax planning, and estate planning. I believe that these areas in financial services are challenging and dynamic, and I enjoy bringing...
Trevor Bakir, CFP®
Owner / Financial Advisor
As Owner and Financial Advisor at TNT Asset Management, I am motivated by using my listening and communication skills along with my background in finance in order to help my clients better understand their goals and plan for their success.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.