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Samuel F

CFP®

Canfield, OH

SSB Managed Wealth, LLC

Samuel Fries is a CFP® professional with six years of experience in financial advising. He is the sole advisor at SSB Managed Wealth, LLC, where he has worked since 2019. In addition to his advisory role, Fries serves as a tax manager at SSB CPAs, a CPA firm focused on tax planning and business consulting. SSB Managed Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate clients, including retirement plan consulting. The firm combines tailored investment strategies with oversight of portfolio implementation through a third-party manager and integrates coordinated tax and business advice through its affiliation with SSB CPAs.

Annuities Wealth management
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