Samalin Wealth Employee Directory

Financial ServicesUnited States11-50 Employees

Samalin Wealth is an SEC-registered investment advisory firm specializing in wealth management designed to elevate our clients’ potential. With origins dating back to 1992, we have earned the trust of our clients through our commitment as fiduciaries. We provide expert financial guidance and personalized care, ensuring our clients navigate the ever-changing financial landscape with confidence.

Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is registered as an investment advisor with the United States Securities and Exchange Commission (“SEC”). Our firm only transacts business in states where it is properly notice-filed or is excluded or exempted from such filing requirements. Registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that an advisor has attained a particular level of skill or ability. For information pertaining to our registration status, please see www.advisorinfo.sec.gov. For a copy of our current written disclosure statement, which describes our services, fees, and procedures, go to our Form ADV.

Samalin Wealth does not provide tax or legal advice. Associated persons of Samalin Wealth have obtained CFP® certifications and other qualifications including CDFA®, CPA, and EA, to enhance their knowledge in areas of financial planning and investment management. However, any tax information and tax planning presented by us is not to be construed as tax advice and should be reviewed and approved by the client’s tax advisor or attorney prior to implementation.

With respect to investment advice provided by us, all investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s

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