For Advisors

The Samalin Wealth Platform

You’ve worked hard building your client base over the years.  If you’re thinking about the next step, the multitude of options may seem daunting.  Is a move appropriate?  Are your support and backup systems sufficient to meet the demands of current and future clients? Are you taking home as much pay as possible? Is succession planning on the horizon?   Samalin Wealth’s Advisor Platform provides complete support for all aspects of your business.

Services Include:

  • Maintain control of your book
  • Private branding
  • Dedicated transition team (SIC and Fidelity)
  • Portfolio management flexibility
  • Flexible fee structuring
  • Flexible client billing


  • Experienced and dedicated service teams
  • Remote operations and IT support
  • General marketing and advertising support
  • Regulatory and compliance oversight
  • Registration and licensing
  • Robust cloud-based technology suite

Samalin_Icons_bridge_processTechnology Suite

It has become increasingly important for clients to know their advisor is keeping up with the technological landscape.  Our fully-outfitted technology suite included top-rated providers and is integrated to provide a clear picture of what matters to your clients the most.

The Bridge Process

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