Barak Asset Management
"Increasing Your Wealth is how We Measure Success."
Wealth Management That Works
Managing and protecting wealth is critical for anyone planning for their future. Our team, led by Sharon Highland, offers a whole host of financial and insurance products and consulting services that will help you make the best choices possible. Our team is backed by over 20 years of strong industry experience. Once you're armed with the most accurate information and sound advice, you will be able to watch your investments grow while experiencing the peace of mind that comes with a well-managed portfolio.
Mission Statement
Our goal is to help clients build wealth through prudent financial management, asset allocation strategies, and finance stabilization through insurance protection.
Registered Minority and Women Business Enterprise (MWBE) with New York Empire State Development | Certified Disadvantaged Business Enterprise (DBE)
Certified Investment Management Analyst with the Investment Management Consultant Association (IMCA)
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FREE CONSULTATION
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(929) 284-2727
Contact
Thank you for your interest. We look forward to hearing from you soon.
Phone
(929) 284-2727
Hours of Operation
Monday - Friday:
9:00 a.m. - 5:00 p.m.
By Appointment Only
Service Area
Serving the New York City Metro Area and Clients Nationwide
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At Barak Asset Management, we offer two powerful retirement planning tools to help you take control of your financial future:
BAM Retirement Planning Dashboard — A personalized retirement planning tool that generates tailored information including Medicare planning based on your specific situation.
Retirement Budget Sheet — A customized budget tool that generates personalized budget information to help you plan confidently for retirement.
To receive access to either of these tools, simply complete the form below. Once we receive your information, a member of our team will reach out to confirm your details and send you the completed documents personally.
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