Most clients have sophisticated financial needs, that go far beyond market returns and portfolio performance.  At Samra Wealth Management, the goal is to work with clients to ensure proactive, unbiased investment advice is provided and customized to meet their individual needs.  As a Private Wealth Advisor, what is important to the select clients of SWM is paramount, and the day to day fluctuations of the financial markets is secondary, which, in turn, helps them reach their personal and financial goals.

Over 90% of the clients we meet, invest without a plan, unsure how close they are to reaching their financial goals.  We help to clear the uncertainty, and quantify the likelihood of reaching their goals.

At Samra Wealth Management, a team approach is critical to a successful advisory relationship.  This team may consist of the client's wealth advisor, and may include but are not limited to the clients: Certified Public Accountant (CPA), Trust & Estate Attorney, Probate Attorney, Immigration Attorney, as well as a Separately Managed Account Manager.  Working with a team of trusted professionals, ensures the continuity of a vital relationship.  

At Samra Wealth Management we promote a fee-only philosophy, ensuring clients are not charged an upfront fee for investments, and are alternatively assessed a management fee for their assets under management.  The aim of SWM is to provide clients with peace of mind. 

 


Our advisors do not meet with our clients to tell them their portfolios are up 5%, they meet with them to tell them how close they are to reaching their goals.
— Indy Samra, Samra Wealth Management

How we're helping our clients

  • 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

 

 

* 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. 

  • Capital Preservation
  • Trust & Estate Planning
  • Trust Creation and Administration
  • Disability Planning
  • Asset Protection
  • Business 401k
  • Tax Planning
  • Private Banking
  • Aircraft & Boat Loans