About Us

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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.

Bringing Unrivaled Experience to Your Portfolio

Our CEO/Founder, Ehsan Bassam, is focused on delivering white glove client experience while driving measurable results for your portfolio. Ehsan believes that education and service are the core of wealth management and brings over 16 years of experience in private wealth management at some of the nation’s most highly regarded firms to Bassam Wealth Management.

Ehsan strives to provide operational excellence in navigating clients’ evolving objectives, using his experience and industry-leading resources to help affluent families achieve their financial goals. As a Portfolio Manager, he leverages goals-based planning strategies to construct portfolios that cater to each client’s unique needs.

Ehsan is an alumnus of Harvard Business School. Forbes Magazine recognized Ehsan for his superior client service, most recently including “Best-in-State Wealth Management Teams” (2024), “Top Next-Gen Wealth Advisers Best-in-State” (2023), “Best-in-State Next Generation Wealth Advisors” (2022, 2019) and “Top Next-Gen Wealth Advisors” (2018, 2020).

Outside the office, Ehsan is an active member of the Harvard Business Clubs of Washington, DC, New York City, Miami, and West Palm Beach. He is also a member of the Harvard Business School Angels of South Florida and NYC clubs, which facilitate investment, education, and mentorship opportunities for entrepreneurs and investors. In his free time, he has volunteered with Dress for Success Worldwide and Children’s National Health System.

Forbes “Top Next-Gen Wealth Advisors”

July 2018

Published on July 25, 2018. Rankings based on data as of March 31, 2018.*

*SHOOK Research is completely independent and objective and does not receive compensation from the Advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their situation. SHOOK’s research and rankings provide opinions only and should not be construed how to choose the right Financial Advisor. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK is not a referral service and does not recommend or endorse any particular Financial Advisor and offers opinions, not advice, regarding the quality or suitability of any particular Financial Advisor for specific investments or financial planning.

Forbes “Best-In-State Next-Gen Wealth Advisors”

July 2019

Published on June 25, 2019. Rankings based on data as of March 31, 2019.*

*The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Forbes “Top Next-Gen Wealth Advisors”

July 2020

Published on July 22, 2020. Rankings based on data as of March 31, 2020.*

*The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Forbes “Best-In-State Next-Gen Wealth Advisors”

August 2022

Published on August 3, 2022. Rankings based on data as of March 31, 2022.*

*Data provided by SHOOK® Research, LLC. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-In-State Next-Gen Wealth Advisors”

August 2023

Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

*Data provided by SHOOK® Research, LLC. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-In-State Wealth Management Teams”

August 2024

Published on August 8, 2024. Rankings based on data as of March 31, 2024.*

*Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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.

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