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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.

Corporate & Institutional

401(k) Plans

  • Seamless 401(k), 403(b) Plan Transfer

  • Modernize your current plan with:​​

    • Traditional 401(k)​

    • Roth 401(k)

    • Profit Sharing Plan

    • Defined Benefit/Cash Balance

  • We aim for a 50% cost savings, over your current plan.

  • Enjoy a customized investment selection to suit your business and your employees. 

    • 3(38) or ​3(21) available

  • Strategies that allow you to contribute up to $331,000 per individual, per year.

Executive Compensation Plans

  • Rewards key employees in a discretionary manner

  • Easy to implement and maintain

  • Premiums are immediately tax-deductible

  • Employer is not obligated to make premium payments

Employee Stock Ownership Plans (ESOP)

  • An employee stock ownership plan is a qualified defined contribution retirement plan that is invested primarily in the common stock of the sponsoring company. It is unique among retirement plans in that it can borrow money. This allows the ESOP to be a flexible succession strategy for a business owner who, is looking to sell all or part of their business.

  • Tax-advantaged way to transition ownership

  • Improve productivity and employee satisfaction and retention.

Business Investment Account

  • Earn a higher rate of return on your cash

  • Fixed Certificates of Deposit (CDs) and access to professional portfolio management through Separately Managed Accounts (SMAs)

  • Accounts managed according to your businesses mandate. Including:

    • FDIC insured options​

    • Aligned with Religious and Faith mandates.

  • Trust account management

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Family Office & Advisory

For family offices and investment advisors with an expertise outside of equity and fixed income markets, Samra Wealth Management provides:

  • Portfolio Construction & Management

  • Alternative Asset Offerings:

    • Given your firms investment mandate, ​we will create a custom alternative asset offering to fit your needs of your firm and your clients.

Private Foundations & Endowments

At Samra Wealth Management we understand the challenges charitable organizations face in today's uncertain climate, therefore, we:

  • Custom create a strategy based on your organization investment mandate and culture.  We ensure the underlying investments do not conflict with your organizations mission and culture, placing screens to avoid investments in:

    • Controversial ​regions of the world

    • Controversial industries such as tobacco, firearms, and fossil fuels. 

    • Companies with flawed ethics and practices.

  • Ensure low cost, allowing your foundation or endowment to grow without the distraction of excessive fees.

  • Act as a fiduciary, we place the interests of your organizations above all else.

C-Suite Solutions

One of the dilemmas facing C-Suite and Senior staff is where to custody their concentrated stock positions, oftentimes awarded as an ownership stake, compensation or bonus.  At Samra Wealth Management, we offer a low cost alternative to private wealth management.  The value of concentrated stock is factored into a clients personal holdings for fee evaluation, potentially offering our client a significant savings in management fees.


* Restrictions apply