Since joining Strategies for Wealth from a role in equity research, Sam has been devoted to bringing our clients clarity and a sense of preparedness when it comes to their futures. His main focus is helping individuals and families secure all they’ve worked hard for and guiding them through growing their assets from a place of confidence.
After receiving his B.S. in Finance and Marketing from Lehigh University in 2015, Sam volunteered as a paratrooper in the Israel Defense Forces (IDF) and now resides in Williamsburg, working out of our NYC office.
Outside of helping others protect and plan for their future, Sam enjoys playing ice hockey, snowboarding, hiking, trying new restaurants around the city, and going to concerts.
Individual/Family Services:
- Savings Coaching
- Retirement Strategies
- Estate Planning
- Wealth Creation and Protection
Business Services:
- Buy-Sell Agreements
- Group Benefits
- Business Succession Strategies
- Financial Wellness Programs & Coaching
Community & Professional Organizations:
- Rye Country Day School Alumni Network
- Guiding Eyes for the Blind
- Friends of the IDF
- Community Food Delivery (East Village)
Strategies for Wealth is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Financial Representative of Guardian. CA Insurance License #4097725