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 .