Samalin Wealth

EST. AUM
$490,543,706

CONTACTS

CLIENT ACCOUNTS
1,289

Firm Details

Metro area New York City
CRD Number 142214
Website samalinwealth.com
Client types

Overview

Samalin Wealth (legally registered as Samalin Investment Counsel, LLC) is an independent, fee-only registered investment adviser (RIA) headquartered in Chappaqua, New York, with additional client advisory operations in Philadelphia, Pennsylvania, and Dallas, Texas. Founded in 2007 by principal owner Andrew E. Samalin, the firm functions under a strict fiduciary mandate to help affluent families, entrepreneurs, and individuals protect, grow, and transfer multi-generational wealth. Samalin Wealth differentiates itself through integrated, multi-disciplinary financial planning methodologies—such as their proprietary "Pay Yourself First" and "Bridge Process"—which synchronize proactive tax-mitigation strategies, divorce financial planning (led by Certified Divorce Financial Analyst® professionals), estate coordination, and retirement cash-flow engineering into one cohesive framework. Rejecting speculative market-timing and product-commission incentives, the firm leverages institutional-grade target risk profiling to construct globally diversified asset allocation models composed primarily of high-quality equities, low-cost exchange-traded funds (ETFs), and fixed-income strategies custodied securely via Fidelity Investments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Samalin Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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