Our Story 2018-04-19T15:27:00+00:00


SAM was founded in 2007 to offer clients the highest standard of care in the advisory world: a fiduciary duty, which requires us to act in the best interest of our clients and to act with professional prudence and judgment.

We begin each relationship by reviewing the client’s balance sheet, cash flow statement, and goals. Building upon what we learn, we curate a financial plan and a customized investment structure.

Our unique three-tiered alignment approach:

  1. We right-fit each client’s financial structure to their goals and remove ambiguity from the investment process.
  2. We align our success with that of our clients through our fee structure which is tied to the growth of client assets.
  3. We believe in “eating our own cooking” by investing in assets we would own for ourselves and families. Even when using third party managers, we favor those who take the same approach.

Whether we are working with an endowment or a family, we want to approach investing with an “endowment mindset” and create a sustainable strategy in perpetuity.

As a firm, we don’t believe in “good enough” and our dedicated team is constantly innovating to helping our clients achieve their goals by seeking new ways to improve the client experience.

SAM Gives Back

We encourage and help facilitate client giving as part of our holistic approach to planning. We passionately believe in the value of philanthropy and are committed to giving a portion of profits annually to charitable causes.


  • SAM was founded to serve our clients through integrated, strategic planning and investment management.
  • We advise on $1.4 billion of assets (AUA) and directly manage $500 million (AUM).
  • We believe in continued education and our dedicated team of professionals holds various certifications and licenses, including Juris Doctor, certificates in Applied Behavioral Finance, and Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Investment Management Advisor (CIMA®), Chartered Financial Consultant (ChFC®) and Chartered Financial Advisor (CFA®) designations.
  • The three pillars of our business are independent advice, personalized client relationships, and exceptional service.
  • Our goal is to plant the seeds which will serve as the foundation for future growth.
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