Humam Sirhal is a financial advisor with Washington Financial Group, Inc. in Osterville, MA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Washington Development Group, Inc. since 1991, where he provides civil engineering and construction management services. Sirhal also has experience in insurance sales. Washington Financial Group serves individual clients, high-net-worth individuals, and trust accounts by offering portfolio management, financial and estate planning, and access to managed portfolios. The firm employs a dynamic asset allocation approach based on risk tolerance analysis and uses mutual funds and third-party managers vetted through platforms like Envestnet and Schwab Institutional.

Laura Sirhal is a financial advisor at Washington Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at firms including Kranz Consulting, Inc., where she provides fund accounting and third-party fund administration services in the venture capital sector. Washington Financial Group serves individual clients, high-net-worth individuals, and trust accounts, offering portfolio management, financial and estate planning, and access to in-house portfolios and money managers. The firm’s investment approach includes a risk tolerance analysis that drives dynamic asset allocation, utilizing mutual funds and third-party managers selected through due diligence platforms such as Envestnet and Schwab Institutional.