We providethoughtfuland personalfinancialguidance.

It is the uncommon union of knowledge and experience with a genuine caring touch that makes SAM such a unique partner for all your financial services needs. From our offices at the former Holly Street Wealth Advisors (now part of Strategy Asset Managers) in Pasadena, California, and in Woodcliff Lake, New Jersey, we offer a carefully personalized variety of solutions for portfolio design, wealth protection and growth, and comprehensive financial planning. Combining institutional and individual wealth management expertise with retirement solutions, each of our teams has decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments and private clients.