Asghar A. Kazim, CLU®, ChFC®, CFP®

Asghar Kazim, CFP

Private Wealth Advisor | Founder & Principal, United Wealth Group

 Asghar Kazim is a distinguished Private Wealth Advisor and the Founder and Principal of United Wealth Group, a premier wealth management firm headquartered in Princeton, NJ. With a career defined by measurable results and unwavering fiduciary commitment, Asghar has overseen more than $1 billion in life insurance placements and over $400 million in assets under management over the past decade—a testament to the trust his clients place in his counsel.

Recognized as a 2025 Forbes Best in State Financial Security Specialist—selected from among 49,552 nominations nationwide—and honored by The American College of Financial Services, Asghar stands among an elite tier of financial professionals. His credentials reflect not only technical mastery but a sustained record of delivering sophisticated, integrated wealth strategies for high-net-worth individuals, business owners, and multigenerational families.

At the core of Asghar’s practice is a deep proficiency in advanced tax strategies and comprehensive Estate Planning. He works closely with clients to design intelligent, forward-looking structures that minimize tax liabilities, protect and transfer wealth across generations, and to help ensure that every financial decision is coordinated within a cohesive long-term plan. From irrevocable trusts and family limited partnerships to charitable giving vehicles and business succession frameworks, Asghar works with a clients legal and accounting professionals to brings advanced planning to each client relationship.

Beyond traditional wealth management, Asghar provides clients with access to Private Equity and Venture Capital funds—exclusive investment opportunities typically reserved for institutional investors and the ultra-high-net-worth community. By incorporating these alternative asset classes into diversified portfolios, Asghar enables clients to pursue enhanced risk-adjusted returns, capitalize on private market growth, and build resilient, inflation-resistant wealth.

Asghar’s approach is holistic and deeply personal. He translates each client’s unique priorities into an integrated financial strategy that spans every stage of life—growing businesses, meeting retirement milestones, minimizing risk and tax exposure, and establishing enduring multigenerational legacies.

A sought-after thought leader, Asghar has been a featured contributor to U.S. News & World Report on retirement planning and regularly participates in national panels and conferences covering estate planning, investment strategy, insurance planning, and retirement solutions. This commitment to knowledge-sharing underscores his belief that an informed client is an empowered one.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License #703269, CA Insurance License #0C53306.