Our founder, Sam Syed, spent more than 16 years working in wealth management and financial planning. That experience has shaped our process here at Syed Financial Group since our founding in 2019. We aim to get an in-depth understanding of your life and finances and make recommendations for your estate and insurance coverage based on a comprehensive financial picture.

With offices in Denver and New York City, Syed Financial Group provides virtual services to clients in all 50 states, with an emphasis on aiding non-profit founders, business owners, and other high-net-worth clients with complex estates. We understand the difficulty of planning for varied, complex assets, and we have the skills needed to guide you through the process, so that you can leave behind a legacy you can be proud of.