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Barak Asset Management LLC

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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

1 advisor near New York, NY

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Sharon H

Series 66

Jamaica, NY

Barak Asset Management LLC

Sharon Highland is the owner and CEO of Barak Asset Management LLC, holding a Series 66 designation with three years of industry experience. She has been affiliated with Barak Asset Management since 2007 and with THS Ltd, a FINRA broker-dealer, since 2008. In addition to her advisory role, she is a licensed insurance broker and agent. Barak Asset Management provides discretionary and non-discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a global-core asset allocation approach with ESG integration, emphasizing diversification, risk controls, and income-focused strategies, and also offers educational workshops and specialized business consulting services.

ESG / Sustainable investing
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