Sam Marcus
Sam is a Financial Advisor who joined Strategies for Wealth in July of 2024. He works with young and established professionals, pre-retirees, and young families, helping clients navigate financial complexity through clear, thoughtful planning. Known for his calm approach and big-picture perspective, Sam focuses on translating complex financial concepts into coordinated strategies that help support long-term confidence.
Sam’s work centers on comprehensive financial and retirement planning built upon ongoing client relationship management. He holds his Series 7 and Series 66 licenses and is particularly drawn to the analytical and modeling aspects of planning, while maintaining a strong emphasis on communication and education. He was drawn to advising by the opportunity to reduce financial anxiety and help individuals and families feel more confident in their financial futures, combining a strong interest in finance with a genuine enjoyment of working closely with people.
Originally from Fairfield, CT, Sam studied Finance and Psychology at the University of Miami before earning a bachelor's in politics from Bard College. At Bard, he served as captain of the varsity men’s tennis team and Chair of the Fiscal Committee—roles that reflected his commitment to leadership, service, and involvement in the broader community.
Sam maintains a strong connection to creative pursuits, such as producing and performing original music recorded with Grammy-winning engineers. Sam lives in the East Village and brings the same curiosity, discipline, and interpersonal energy from his creative pursuits into his work with clients.