New Advisor Announcement: Patrick C. Thuemmel, CFP®

Please join us in welcoming our newest advisor to the Samalin Wealth Team, Patrick C. Thuemmel, CFP®. With over a decade of experience, Patrick works with business owners, high net worth individuals, and the emerging wealthy to provide holistic financial planning that encompasses investments, retirement planning, income planning, educational savings planning, as well as insurance & risk management. Patrick also works closely with local attorneys and tax professionals to tackle estate and tax planning needs.

Read more about Patrick here.