WHAT WE DO

Power of a Trust

Wealth Transfer Strategies

Section 1202: Your First $10m Tax-Free?

Are You Eligible For Tax-Capital Gains

We focus on the inherent needs of our clients, tailoring solutions to build or transfer wealth, protect and preserve income & wealth, establish taxation strategies, create insurance plans and assist with succession or exit planning.

With the rising conflict of financial firms creating and manufacturing investment products and managing assets, at Samra Wealth Management customized portfolio design individualized for each client alleviates this conflict. As fiduciaries, we are transparent and place the interest of our clients first.

Our advisory solutions capabilities allow us to serve Federal, State & Municipal Government, Institutions and Endowments, Corporations and individuals throughout the United States.

Investment Management

A range of customized solutions to fulfill the needs of select clients, institutions and government, including investment management, taxation strategy, wealth transfer, and the management of qualified plans and group benefits.

Insurance

We take the guess work out of insurance planning by identifying gaps of coverage and areas of over insurance. We maximize coverage by creating hybrid insurance models and providing alternative funding options. Our strategies range from providing you and your family with assurance, to funding Irrevocable living trusts (ILIT's) and Buy/Sell agreements, allowing you to protect what matters most.

Research & Advisory

At Samra Wealth Management we conduct in-depth equity research, specific to industry and sector. This research forms the basis of our portfolio construction, and guidance available through our monthly market commentary and newsletters.

Disclosures Site Map Security Careers

Corporate Governance Locations Equal Opportunity Employer