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What Events Are Shaping Your Life?

We believe your investment decisions are key to navigating life's twists and turns with confidence, not just for yourself but for your entire family.
That's why we meticulously tailor financial solutions, designed to fit your life's journey.
Learn how we can guide you through six selected key life events, working for your financial well-being at every turn.

Retirement brings the prospect of significant life changes into focus—how well are you planning for your retirement income to support you through this next phase of life?

Get Retirement Tips

Retirement

Did you recently come into a windfall through a legal settlement, business or real estate divestiture, inheritance, or win the Powerball? Managing a sudden increase in wealth, especially when unexpected or substantial, calls for careful financial planning.

Key Considerations

Sudden Wealth

With education costs typically rising faster than the rate of inflation, getting an early start planning your finances can make an enormous difference in reducing any debt burden.

Be Wise, Save Smart

Education Funding

During a divorce, emotions can be overwhelming, and financial decisions may seem daunting. Our Certified Divorce Financial Analysts will provide you the clarity, support, and strategic guidance to safeguard your financial well-being, allowing you to focus on moving forward with confidence.

How We Help

Divorce

Changing jobs often means that you are expecting new income, deciding whether or not to roll over your 401(k) plan, determining new financial goals, and more. With a career transition, you need a new strategy to help you save more, invest better, and retire wealthier.

Transition Tactics

Career Transition

Are you ready to make sure that you leave a lasting legacy for your loved ones? We know that your legacy is important to you, and we can help you preserve your wealth for generations to come. Whether you need help with trusts, tax strategies, or beneficiary arrangements, we're here to guide the way.

Key Considerations

Estate Planning

We Specialize in Multiple Planning Disciplines 

Our team of fiduciary financial experts, with notable designations such as CFP® practitioner, Certified Divorce Financial Analyst (CDFA®), Enrolled Agent (EA) with the IRS, and CPA, leverage a comprehensive set of planning specializations. These specialties enable us to develop a custom blueprint for achieving your financial goals. We take into account your objectives and risk preferences and meticulously select the financial instruments that best align with your wealth management strategy. This can encompass a range of options, including publicly and privately sourced equity, real estate, fixed income, and other investment vehicles.

Financial Planning

iStock-1307465434 (1)Crafting meaningful goals involves important conversations, a cornerstone of Samalin Wealth's financial planning. You deserve a clear view of your finances and a strategy that gives you confidence as you move through life. As CERTIFIED FINANCIAL PLANNERTM professionals, we excel at simplifying financial planning for you. This includes developing personalized budgets,  optimizing investment strategies curated for your goals, managing debt, and ensuring your financial well-being for the long term.

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Retirement Income Planning

iStock-1392406540Are you ready to make the most of your retirement funds? Our team specializes in retirement income planning, offering expert guidance to help you navigate this crucial stage of your financial journey. We focus on maximizing returns while managing risks associated with health, longevity, and market fluctuations. Our personalized solutions are tailored to your unique needs and goals, ensuring a secure and steady income throughout your retirement years. With Samalin Wealth, you can enjoy peace of mind knowing that your retirement income plan is in capable hands, allowing you to focus on enjoying your retirement to the fullest.

Where Are You in Time?

Divorce Financial Planning

sad-african-american-girl-hug-dad-leaving-home-with-suitcase.jpg_s=1024x1024&w=is&k=20&c=og7SiWaEWfQVyRPOYXo9xeLe-dQk1lhMHJBBYMpLxoc=Divorce represents a significant life transition, and we understand the emotional and financial complexities it entails. Individually crafted to suit the intricacies of your personal circumstances, our approach ensures that every aspect of your divorce financial plan aligns with your needs and goals. With our Certified Divorce Financial Analyst® professionals by your side, you can expect a comprehensive assessment and ongoing support as you navigate this challenging transition, empowering you to emerge stronger and more secure on the other side.

Take Our Assessment

Tax Planning

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Our wealth management team, supported by the expertise of an IRS Enrolled Agent and CPA, is committed to thoroughly examining your investment-related tax circumstances.  We diligently identify opportunities aimed at maximizing your net returns while ensuring adherence to regulatory requirements. Our approach prioritizes seamless collaboration with your existing tax team, facilitating the integration of our findings into your overall tax strategy.

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By the Numbers

150+

COLLECTIVE YEAR'S EXPERIENCE

14

AWARDS & RANKINGS1

98%

CLIENT RETENTION RATE2

(1) Ranking & Award Information
Rankings 1-2: Ranked one of "200 RIAs to Watch" and "100 RIAs to Watch" by AdvisorHub, published June 18, 2024 and June 20, 2023, respectively. The ranking is based on three categories: 1) scale of the business based on size and profitability; 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) 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.  

Ranking 3: Named a "Fastest Growing Advisor to Watch" by AdvisorHub. Published September 19, 2022. 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.  

Awards 4-13: A 10-year Five Star Award Winner for the annual time periods 9/12/2014 through 3/29/2024. 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. 

Ranking 14: Ranked one of "America's Top RIA's" from Financial Advisor Magazine. 2024 RIA Ranking Asset Category: $250 Million to <$500 Million as of December 31, 2023. To be eligible for the ranking, firms must be independent registered investment advisors, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. 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) Client Retention Rate
Average 5-year retention rate of Andrew Samalin's clients based on an annual unweighted average percentage of assets under management from YE 12/31/19 to YE 12/31/23.