A Holistic View

At Samra Wealth Management our Private Wealth Advisors advise on more than just your investment strategy.  Our advisors look at the big picture, because reaching your financial goals is more than stock market returns.  Our financial advisor looks to help you manage both sides of the balance sheet, ensuring the best lending terms, efficient tax strategies and the protection you need via trust and estate creation and administration. 

  • Retirement & Life Insurance Planning 
  • Long Term Care Planning
  • Elder Care Planning and Administration
  • Wealth Transfer
  • Special Needs Planning
  • College Funding
  • Charitable Giving
  • Endowment Management
  • Mortgages
  • Capital Preservation
  • Trust & Estate Planning
  • Trust Creation and Administration
  • Disability Planning
  • Asset Protection
  • Business 401k
  • Tax Planning
  • Private Banking
  • Aircraft & Boat Loans

* It should be noted: Samra Wealth Management does not provide legal services, tax advice, or lending capabilities.  These services are provided either through our custodial partners, or referred to industry professionals with knowledge of the pertaining field.