You have worked hard for your money and naturally want to feel secure in who is managing it. You seek an advisor with your best interests in mind—a true partner.
Just like you, our clients are unique. They have their own personal and financial goals, as well as their own concerns. At Samalin Wealth, we are experts in integrating the personal with the financial. We will share with you the insights that we’ve gathered over a collective 80 years. We’ll get to know you, your family and your finances- not just today, but years into the future.
We are proud that leading attorneys, accountants and mediators trust us, such that they regularly introduce Samalin Wealth to their clients, their firms and their families.
You’ve worked a lifetime to accumulate your wealth. With this new freedom is a newfound responsibility. We regularly manage these precious financial realities so that you can enjoy this freedom with confidence.
Our goal is to empower you with expertise and experience so that you can excel financially as you create your next stage of life. This isn’t done alone; we’ll assist every step of the way and check in with you so that you are aware of the status of your finances. Trial and error isn’t an option.
Risk is second nature for entrepreneurs, but that doesn’t mean that you need to take unnecessary risks. Our financial advice compliments your existing financial program so that you can focus on your businesses.
Your career is the cornerstone of your financial plan. We can help by overseeing the management of available retirement plans, option programs and deferred compensation plans. Your company enjoys the knowledge and guidance of a CFO. We believe you do too, and you’ll find it in us.
Samalin Wealth offers educational tools to clients and friends of the firm, including quarterly newsletters and complementary webinars. These tools are designed to help you better understand your finances and to assist in making decisions. Make sure you get on our mailing list so we can let you know when they become available.