Health and wealthfor now andthe FUTURE.

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.

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

Wealth Planning

A comprehensive 30,000-foot perspective on where you are and where you want to go provides us the roadmap to creating a plan that will grow and preserve your wealth, help you reach your goals and secure a legacy for future generations.

Investment Management

Stability and sustainability are the guiding lights to our investment philosophy. So you can rest assured in the knowledge that your capital will grow through calculated risks that are communicated to you in a clear, timely fashion.

Virtual Family Office

Take wealth management to the next level with the SAM’s Virtual Family Office. With a virtual family office, you have one Wealth Optimizer who takes the time to understand your family, your needs, and your goals.

Life Transitions

Life is full of transitions, whether planned or unexpected. When the time comes to make important financial decisions at meaningful crossroads in your life, SAM is right there with you to provide caring guidance and objective counsel.


Every smart comprehensive financial plan includes risk mitigation. SAM can help choose the right portfolio of insurance to protect you, your family, your business and your assets from life’s unexpected complications.


The paths to a comfortable retirement are no longer as clear as they once were. With longer life spans and the shift away from employment pensions, it’s more important than ever to take control of your own retirement plan to ensure a future free from worry.

Business Succession

The private business owner has a whole other set of financial concerns to contend with. Which is why SAM offers a variety of financial strategies for tax-efficient management of your business — including planning for sale or succession.