Samalin Wealth
SEC RegisteredElevate Your Potential
About the firm
Samalin Wealth is a registered investment advisory firm committed to helping our clients thrive in a financial world where every choice matters. As fee-only fiduciaries, they find the right solutions to grow, protect, and preserve client wealth. The firm has provided trusted wealth management since 1992.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including retirement income planning, education funding, estate planning, investment planning, disciplined savings, smart tax strategies, and tailored investment planning
Who they serve
Individuals and attorneys seeking wealth management services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 417 | $122M |
| High Net Worth Individuals | 122 | $363M |
| Charitable Organizations | 2 | $4.6M |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samalin Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched