A complete list of active advisors currently associated with Samalin Wealth
Warmer can help you find a great advisor at Samalin Wealth or one who fits your needs even better.
Samalin Wealth serves a mix of individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities, delivering financial planning and consulting alongside discretionary and non-discretionary portfolio management. The firm also offers specialized post-divorce financial planning through its affiliated entity and provides retirement-plan consulting and education for plan participants. The firm describes an investment process that draws on fundamental and cyclical analysis and employs both long- and short-term strategies, including options trading/writing and margin trading as part of its listed methods of analysis. Samalin Wealth manages and monitors “held away” accounts, may recommend private placements and loan participations to accredited investors, and provides ongoing portfolio monitoring and reporting while using an institutional custodian and order management tools. Samalin Wealth is notable among its peers for operating from multiple offices (six) and for historically sponsoring a wrap-fee program that the firm phased out and closed to new clients, which the brochure documents in its wrap-fee program disclosure. The brochure also discloses the firm’s use of options and other derivative strategies and describes marketing and referral practices, including its website presence and a reciprocal referral arrangement with its divorce-planning affiliate that the firm identifies as a potential conflict of interest.
To learn more about the advisors currently working at Samalin Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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