Wealth management,
built for how money
moves now.
Wealth management, built for how money
moves now.
Your advisor, CPA, and bookkeeper are finally the same team. Everything stays in sync, all year.
Your advisor, CPA, and bookkeeper are finally the same team. Everything stays in sync, all year.
About Us
An integrated wealth firm
An integrated wealth firm that reads your tax return before it touches
your portfolio.
that reads
your tax return before it touches
your portfolio.
The Problem
The problem with your current setup.
Most people pay three firms that
never talk. We’re one team.
Most people pay three firms that
never talk. We’re one team.
The Usual Way
Your finances are split
across three firms.
01
Those three firms never talk to each other.
02
Tax gets handled after the fact, in April.
03
You end up being the one connecting the dots.
The Usual Way
Your finances are split
across three firms.
01
Those three firms never talk to each other.
02
Tax gets handled after the fact, in April.
03
You end up being the one connecting the dots.
The Eclat Way
Fully integrated,
always in sync.
01
One team, one plan, one set of numbers.
02
Tax planned before you invest, buy or sell.
03
Proactive check-ins all year, so nothing slips.
The Eclat Way
Fully integrated,
always in sync.
01
One team, one plan, one set of numbers.
02
Tax planned before you invest, buy or sell.
03
Proactive check-ins all year, so nothing slips.
Our Services
Wealth management with tax strategy built in.
Five services that work as one plan, with tax strategy running through all of them.
Investment Management
Tax Planning
Financial Planning
Risk Management
Exit & Retirement
Investing that reads your tax return first.
Tax-aware portfolios built around how you actually earn. No model 60/40 handed to everyone.
01
Tax-aware portfolio design
02
Asset location across accounts
03
Business cash put to work
Investment Management
Tax Planning
Financial Planning
Risk Management
Exit & Retirement
Investing that reads your tax return first.
Tax-aware portfolios built around how you actually earn. No model 60/40 handed to everyone.
01
Tax-aware portfolio design
02
Asset location across accounts
03
Business cash put to work
Investment Management
Tax Planning
Financial Planning
Risk Management
Exit & Retirement
Investing that reads your tax return first.
Tax-aware portfolios built around how you actually earn. No model 60/40 handed to everyone.
01
Tax-aware portfolio design
02
Asset location across accounts
03
Business cash put to work
Who We Serve
Whatever stage you’re in.
We bring every piece of your financial life together, so you can focus on what you love.
Why Eclat
One connected strategy, with tax planning in every decision.
Better decisions happen when the person managing your money also knows your taxes.
Better decisions happen when the person managing your money also knows your taxes.
Tax built into every move
Investing, retirement and exits planned around what you will owe, not after it. Every recommendation comes with the tax math already done.
Proactive, not annual
Built for modern income
Tax built into every move
Investing, retirement and exits planned around what you will owe, not after it. Every recommendation comes with the tax math already done.
Proactive, not annual
Built for modern income
Tax built into every move
Investing, retirement and exits planned around what you will owe, not after it. Every recommendation comes with the tax math already done.
Proactive, not annual
Built for modern income
Team of Experts
The team behind your plan.
Built for business owners whose money moves fast. Saadi and Ibrahim lead every client relationship with a tax-aware, integrated approach to wealth.
Saadi Sabah, CPA
Co-Founder, Tax Strategist
Ibrahim Mahmoud, AAMS®
Co-Founder & Wealth Advisor
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.