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What We Do

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

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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. 

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