Five Ways We Work With Lawyers


Five Ways We Work With Lawyers

Elevate Your Potential:
Financial Strategies for You and Your Business

Personal Wealth Management

While you focus on the success of your legal practice, we can manage the intricacies of your wealth. We curate personalized wealth strategies that optimize investments while delivering an exceptional experience.

Business Retirement Accounts

We set up retirement accounts that meet your firm's unique needs, ensuring optimal benefits for partners and employees. Using our cost-effective platform, law firms can offer retirement plans that attract top talent and promote long-term financial security.

Solicitor Program

Through our solicitor program, we are able to share our advisory fees with you (subject to the regulations of your state's bar association). The arrangement is fully disclosed under the signature of our firms and the client, lasting the entirety of our relationship with the client.

Income Tax Deferrals

Are you aware that you can defer income taxes under provisions in the tax code, allowing pre-tax dollars to generate income during the deferral period? Samalin Wealth can structure an income tax deferral for your major case settlements, potentially saving you tens of thousands of dollars.

Our Clients Are Mutually at the Heart of All We Do    

Samalin Wealth helps clients navigate financial windfalls arising from legal affairs. Whether it's an estate inheritance, a settlement from a physical injury, or a resolution from a contested divorce, we collaborate closely with you, the attorney, to provide your clients with comprehensive guidance. 

Full Fiduciary Solution
As a fee-only registered investment advisory firm with fiduciary responsibility, we share the same table working for the the client’s best interests.
Fidelity Investments
Your client’s funds will be securely held at Fidelity Investments, one of the world’s largest and most respected investment firms.
Disciplined and Empathetic
Our client-centric and multi-disciplinary financial professionals have extensive experience in handling sensitive financial matters when clients experience unexpected life transitions. Your clients will emerge stronger and more secure on the other side.
An Advocate for Empowerment
We will mitigate the stress, frustration, and time drain that your client would face without the guidance of seasoned financial professionals. Serving as your client's financial advocate and educator, we're committed to securing their long-term financial prosperity.

Key Considerations For Your Client When Facing a Sudden Wealth Event

A sudden increase in wealth can be both overwhelming and exciting. With careful planning, we can help your client manage their new wealth effectively.

Lawyers Who Care Podcast

With over 100 episodes streaming to date, our Lawyers Who Care podcast features compelling stories from attorneys who go above and beyond for their clients.

Andrew Samalin talks with inspirational lawyers about the times they exceeded expectations in their role as legal counsel to ensure the support and well-being of their clients. You can find the Lawyers Who Care podcast hosted on Apple, SpotifyYouTube, and other channels.

Be a podcast guest

Do you have a story to share?

Provide your prospects and clients insights for your legal work that no brochure can replicate.

Participation is free. Your podcast episode will be available for your promotional use.

Book an Intro