Disclosure
Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is registered as an investment adviser with the United States Securities and Exchange Commission (“SEC”). Our firm only transacts business in states where it is properly notice-filed or is excluded or exempted from such filing requirements. Registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that an adviser has attained a particular level of skill or ability. For information pertaining to our registration status, please see www.adviserinfo.sec.gov. For a copy of our current written disclosure statement, which describes our services, fees, and procedures, go to our Form ADV.
Our website is limited to the dissemination of general information regarding our investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, our website should not be construed as a solicitation to affect transactions in securities or to render personalized investment advice for compensation. Any direct communication on behalf of our firm with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Conclusions resulting from tools, calculators, or other content on our website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Samalin Wealth.
Samalin Wealth sources some investment- and tax-related content from Broadridge Investor Communication Solutions, Inc., and other third-party financial education providers. The information presented is not specific to any individual’s personal circumstances. It is provided for educational purposes and is based upon publicly available information from sources believed to be reliable. We cannot assure the accuracy or completeness of the content. The information may change at any time and without notice.
Samalin Wealth and Broadridge Investor Communication Solutions, Inc. do not provide tax or legal advice. Associated persons of Samalin Wealth have obtained CFP® certifications and other qualifications including CDFA®, CPA, and EA, to enhance their knowledge in areas of financial planning and investment management. However, any tax information and tax planning presented by us is not to be construed as tax advice and should be reviewed and approved by the client's tax adviser or attorney prior to implementation.
With respect to investment advice provided by us, all investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. Past performance is not a guarantee of future success. There is no guarantee that a portfolio will match or outperform any benchmark.
Third-party rankings and awards from rating services or publications are not an indication or guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or success. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Additional information regarding the criteria for rankings and awards is provided with the ratings.