Our process for managing wealth is streamlined and unbiased. As a boutique firm, we take the time to understand the unique opportunities and challenges that present themselves to our clients. Based on your personal situation and preferences, we will give you a 360-degree view of your investments and develop a customized investment strategy to keep your finances aligned with your goals.
What are the top reasons Samalin Wealth is retained?
- Principals and senior managers manage our relationship with you
- As financial fiduciaries, we are on the same side of the table as our clients
- Our services are fee-only, so there are no hidden costs, nor any 3rd party compensation whatsoever
- We have experience– the average industry tenure of our staff members is over 15 years
- Your assets are safely and securely custodied by Fidelity Investments
Our proprietary BridgeProcess offers you a suite of wealth-management techniques designed to keep your investment life guided to your precise needs. The BridgeProcess is designed with one agenda in mind: the conservative, bias-free management of your wealth amidst a risk-laden world.
First, we aggregate and integrate all of your assets into the reporting process. You’ll finally have a 360-dgree view of all your accounts on one statement.
This exercise matches your attitude towards risk and reward with your asset allocation. When used in conjunction with our View360, you’ll now have unparalleled investment visibility and insight.
Our fee-only platform allows for the most cost-effective investment instruments to deploy your hard-earned capital. Your asset allocation model from the RiskMap will drive towards your goals, not an investment-banking agenda.
Change is wonderfully consistent. You change, your goals change, your family changes, the markets change. Our exclusive review process can help you uncover various developments in your financial and personal life.
Meaningful goals require meaningful planning and discussion; a financial plan is not a one-time event. We are trained to tune out the noise and deliver a well-thought-out strategy.