Why Samalin Wealth?

We don't just manage money, we inspire financial prosperity.

Samalin Wealth is an SEC-registered investment advisory firm committed to helping our clients thrive in a financial world where every choice matters. Each investment decision can make a difference to your future. As fee-only fiduciaries, we find the right solutions to grow, protect, and preserve your wealth.

We don't just manage money, we inspire financial prosperity.
Family-Measure
Why Samalin Wealth?
Home-Buyer

2022 Recognition

Samalin Recognition

Ranked one of "America's Top RIA's" from Financial Advisor Magazine1

Samalin Recognition

Named a "Fast-Growing Advisor to Watch" by AdvisorHub2

Samalin Recognition

As Seen in Westchester Magazine, an 8-year Five Star Award Winner3

1. 2022 RIA Ranking Asset Category: $250 Million to <$500 Million. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2021. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for this survey. Within each of the asset category segments, firms were ranked by 2021 year-end discretionary and non-discretionary AUM. The award shown does not represent an evaluation of the quality of service provided to clients or their experience with our firm. No payment was required to participate in the survey. Samalin Wealth may elect to purchase promotional materials from the rating providers but is not required to do so. 

2. Published September 19, 2022. The ranking is based on three categories: 1) Scope of practice measured by assets, production, and level of service; 2) Growth of practice consisting of year-over-year growth in assets, households, and production; and lastly, 3) Professionalism which includes regulatory record, community service, and team diversity. Requirements: A) 7 years of experience; B) A clean regulatory record (3 or fewer complaints with no significant judgments) C) Advisor has been with the firm since 1/1/2020 and is in good standing D) AUM is above $100m.The award shown does not represent an evaluation of the quality of service provided to clients or their experience with our firm. No payment was required to participate in the survey. Samalin Wealth may elect to purchase promotional materials from the rating providers but is not required to do so.  The awards shown do not represent an evaluation of the quality of service provided to clients or their experience with our firm. No payment was required for participating in the surveys.  Samalin Wealth may elect to purchase promotional materials from the rating providers but is not required to do so.

3. This award was issued on 7/1/22 by Five Star Professional for the time period 10/11/2021 through 04/8/2022. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony);4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. The award shown does not represent an evaluation of the quality of service provided to clients or their experience with our firm. No payment was required to participate in the survey. Samalin Wealth may elect to purchase promotional materials from the rating providers but is not required to do so. 

 
  • Wealth Management Specializations

    Financial Planning

     

  • Wealth Management Specializations

    Retirement Planning

  • Wealth Management Specializations

    Tax Planning

  • Wealth Management Specializations

    Income Replacement Planning

     

  • Wealth Management Specializations

    Divorce Financial Planning

SELECTING THE RIGHT WEALTH MANAGER

How We Fit Your Needs

With so many financial advisors to choose from, have you thought about what you would like from your wealth management team?

I want to feel confident about my investments.

Samalin Wealth’s curated wealth management is designed to elevate your financial potential. We will give you a 360-degree view of your investments and develop a customized investment strategy to keep your finances aligned with your goals. We integrate most assets into the planning process, even those managed elsewhere.

I want my wealth manager to be accessible and give my financial planning the attention deserved.

You will not be just a number at Samalin Wealth. Our client-centric and multi-disciplinary financial professionals will work closely with you and get to know you and your finances--not just today, but years into the future.

I want to feel comfortable with the amount of risk taken with my investments.

After assessing your risk preferences, we will create a target asset allocation model that will be used as a baseline for comparing your actual asset allocation at the household or account level.

I want to work with a wealth manager whose fees are fair and who doesn't take commissions.

As fee-only fiduciaries, our loyalty is to you, the client. We work without the influence of agendas that commissionable brokers could factor into their financial planning process. Samalin Wealth is fully transparent in its pricing.

I want my assets to be protected.

As an independent investment advisor, Samalin Wealth uses Fidelity Investments as the custodian for our clients. Your account will be insured by SIPC and Fidelity up to the value of the account. There is no per customer limit on coverage of securities.

I want my account to be secure.

Fidelity, the custodian for our clients, deploys formidable controls and extensive risk management programs aligned to the cybersecurity framework established by the National Institute of Standards and Technology (NIST). 

How We Fit Your Needs
LATEST NEWS & ARTICLES

Blog and Resources

Year-end Charitable Giving
Year-end Charitable Giving
12 December, 2022

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the p...

CHIPs and Science Act Aims to Preserve U.S. Technology Edge
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
11 November, 2022

The CHIPs and Science Act of 2022, signed into law on August 9, is a bipartisan legislation package that provides more t...

Midterms and Markets: Four Things You Should Know
Midterms and Markets: Four Things You Should Know
3 November, 2022

Stock performance and midterm elections share a peculiar relationship. As midterm elections approach, markets turn volat...

Contact us today...

and start your
financial journey
with us.

Give us a call at 914.666.6600 or send us a message to learn more about how we can assist with your wealth management needs.