Our Approach

Samalin WealthInvestment Council is the right choice if you value a sophisticated and personal approach matched directly to your financial needs. If you are seeking assistance in managing your personal wealth, and you appreciate concierge-level service, we would love to hear from you.

Why is SIC right for you?

 

 

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When you work with us, you can rest assured that we will take the time to understand all the facets of your finances. Our step-by-step process ensures that your unique needs and goals are front and center.

  • Step 1. Establish our relationship with you.
  • Step 2. Gather your data and determine your goals.
  • Step 3. Analyze and evaluate your financial situation.
  • Step 4. Develop and present you with our Investment Policy Statement along with financial planning recommendations.
  • Step 5. Implement the plan for you.
  • Step 6. Monitor performance of your portfolio.

 

 

If you are looking for investment and financial advice that is tailored to smart and successful professionals who want be savvy about their finances, Samalin Wealth is here for you.

 

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Value of fee-only investment advice

Which do you feel more comfortable with—an advisor who is compensated based upon quality advice, or based on what products they sell you?

 

When you work with Samalin Wealth, your priorities (not ours) come first. We operate on a fee-only model, which we believe is the only method that truly minimizes conflicts of interest in the advisor-client partnership.

 

In other words, we don’t receive financial rewards or commissions from any third-party institutions—enabling you to feel confident that our advice has only your best interests at heart. Our compensation is based strictly on an hourly rate, a percent of assets managed, a flat fee, or a retainer.

Fidelity Investment Custodian

Your accounts are held in your name and your name alone and are custodied at Fidelity Investments.  You’ll receive an independent statement of your accounts directly from Fidelity. Your accounts are insured by the SIPC, up to the value of their holdings. You can view your portfolio anytime at Fidelity.com. Our funds are never commingled with yours at any time.

 

Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.