Philadelphia, PA Office

Samalin Wealth provides investment advisory and financial planning services to individuals (including high-net-worth and retirement-plan clients), trusts, estates, charitable organizations, and businesses. The firm offers comprehensive financial planning, retirement-plan consulting, post‑divorce wealth management through an affiliated divorce-planning entity, and both discretionary and non‑discretionary portfolio management for approximately $490 million in client assets across eight advisers.

Their investment process combines fundamental and cyclical analysis with a mix of long- and short-term positions, REIT allocations, index mutual funds, and options trading; the Form ADV discloses the use of margin and derivatives in managed accounts and that the firm may recommend private placements and loan participations to accredited investors. Samalin also manages and monitors held‑away retirement accounts using a third‑party order-management platform that requires clients to register their custodian credentials to synchronize holdings.

The firm’s Form ADV discloses several marketing and operational practices that are less common among peers: use of hypothetical performance scenarios, client testimonials and endorsements, and advertising of third‑party ratings, as well as historical sponsorship of a wrap‑fee program that has been closed to new clients and is being phased out. The brochure also highlights affiliations and activities that can present conflicts of interest — for example, shared ownership and personnel with a divorce‑planning affiliate and participation by principals in commercial loan originations and loan participations — and discloses procedures intended to address those conflicts.