SAM customizes your portfolio to where you are, and where you want to be.
Our Services
We offer an integrated suite of financial planning and investment management services designed to grow, protect, and transfer wealth — tailored to the unique complexity of your financial life.
Wealth & Portfolio Management
Retirement Planning
Personalized investment portfolio construction and ongoing management — built around your risk tolerance, time horizon, and long-term financial goals.
Comprehensive retirement income strategies that address longevity risk, sequence-of-returns risk, and sustainable withdrawal planning for the life you want to live.
Estate & Legacy Planning
Tax Optimization
Working alongside your legal and tax advisors, we design estate plans that minimize estate taxes, protect assets, and ensure a smooth, intentional transfer of wealth to the people and causes you care about.
We embed tax-aware planning into every investment and business decision — from Roth conversions and tax-loss harvesting to business structure and exit planning — to maximize what you keep.
Business Owner Financial Advisory
Global Reach
Specialized guidance at the intersection of your business and personal finances — including liquidity events, equity compensation, succession planning, and exit strategy.
Through our joint venture with Mercator Investment Management, we offer clients deep-dive access to international markets, combining on-the-ground research with decades of global investment experience.