SAM Wealth Management - Strategy Asset Managers

Living Your Best Life through Long-Term Planning

The most successful wealth planning takes place in the context of a life well-lived, understanding that “wealth” incorporates many things — health, happiness, companionship, purpose.

We’re more than planners – we’re advocates, teachers, and supporters. We empower clients to:

Be informed participants in their own health journeys
Make confident, early interventions
Build multi-decade lifestyle strategies
Leave legacies of strength, intention, and joy

Approaching wealth from this perspective, SAM can help you put together a plan that sets you up for a future free from worry, so you can enjoy the fruits borne from the seeds of work and family you have planted. Our personalized approach takes in not only your financial landscape, but your values and goals, your lifestyle and interests, and your family profile, to create a thoroughly responsive set of services that is as unique as you are.

Our Advanced Planning Services

1. Wealth Planning

Wealth accumulation shouldn’t be intimidating. And with SAM providing smart planning and a path to reach your goals, you can sit back and watch your assets grow for your retirement and the security of your legacy for future generations.

2. Investment Management

One of the most important questions in financial planning is “Where do I put my money?” You want to be sensible and safe, but also willing to take calculated risks to grow your capital. SAM can help you find the right opportunities with the fewest risks.

3. Virtual Family Office

Take wealth management to the next level with the SAM Virtual Family Office. It’s challenging to meet with four or five separate professionals and have to tell your same story over and over again.

4. Life Transitions

Life is full of transitions — those we can plan for, and those which catch us off guard. With SAM as your financial guide, you’ll be prepared for whatever changes come along, and ready to navigate life’s changing seasons with confidence.

5. Insurance

There’s always risk in life. But having risk management solutions in place within your comprehensive financial plan is a smart move. SAM can help you choose the right insurance options for your life, your family and your business.

6. Retirement