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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Samra Wealth Management, A Member of Advisory Services Network, LLC.  All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed.  All economic and performance data is historical and not indicative of future results.  All views/opinions expressed herein are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC. The information and material contained herein is of a general nature and is intended for educational purposes only.  This does not constitute a recommendation or a solicitation or offer of the purchase or sale of securities. Before investing or using any strategy, individuals should consult with their tax, legal, or financial advisor.

© 2018 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.

Samra Wealth Management

As a Premier Wealth Management Advisor, we look beyond the day to day fluctuations of the financial markets and focus on what is important to the select families and institutions we work with.  Our business model allows us to do what is right for our clients. As a fee-only advisor, we are able to cap management fees at 1%, providing total transparency to our clients. 

 

Contact us now to learn how we are helping our clients reach their financial goals.

 

Contact Us Now

One World Trade Center, FL 85 

New York, NY 10007

WHY SAMRA WEALTH MANAGEMENT?

Our 6 Phase Financial Planning Philosophy 

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.

WHAT'S ON YOUR MIND...

IS IT TIME TO DOWNSIZE

With changes to the State and Local Tax  Deductions,  this may be a good time to think about downsizing.

FDIC INSURED OFFERINGS

With brokered certificates of deposit  covered by FDIC Insurance you no longer have  to open CD's at various banks for increased FDIC  Insurance. 

INHERITING AN IRA

Inherited or awarded retirement accounts can carry tax consequences.  We will help you make the right choice .

 CONTACT US

For any inquiries, please call or email us:

Our Address:
One World Trade Center, FL 85 
New York, NY 10007
 

SAMRA WEALTH MANAGEMENT

One World Trade Center

85th Floor

New York, NY 10007

 

Tel. 212-517-0850