Samalin Wealth - Chappaqua, New York

Patrick T.

Samalin Wealth is truly a great place to ply your trade as a CFP. Andy and the team are there for support any and every time you need them, but also in the background letting you operate your practice as you see fit for you and your clients. Also something that must be noted is that after having been in this line of work for nearly 2 decades, I can honestly say they have the best compliance professional I’ve ever have the pleasure of working with in Maria. All the staff is great but when you LIKE compliance, that’s extraordinary. In summary, Samalin Wealth is a solid foundation for which you can build your practice on.

Walt K.

I've been with Samalin Wealth for many years now, and I can't recommend them Andy and the team highly enough. Their team is consistently responsive, always there to address any concerns or questions I have about my accounts. What sets them apart is their commitment to keeping clients informed - they take the time to explain complex financial matters in a way that's easy to understand. Their guidance has been invaluable in helping me make informed decisions about my investments. Moreover, I truly appreciate how they constantly keep an eye on our accounts, proactively suggesting adjustments to optimize performance. If you're looking for a wealth management firm that genuinely cares about your financial well-being, look no further than Samalin Wealth.

Joel R.

Andy has managed my money for nearly 30 years now, and he's consistently provided extraordinary counsel. Even more important that generating returns (which he does quite well), he and his team have my complete trust with my assets.

The Samalin Wealth team also provides exceptional service, which is remarkable in a world (and industry) that is moving to automation, self-service, and AI. Samalin Wealth is personal and collaborative--they know me and my investment profile, and they spend the time to ensure I'm properly allocated and comfortable with the direction and decisions.

Finding people you inherently trust is challenging, yet the Samalin Wealth team makes it easy.

Linda N.

I am extremely pleased with the exceptional financial advisory services provided by Samalin Wealth. Their expertise, personalized approach, and commitment have truly set them apart. Samalin Wealth not only demonstrated a profound comprehension of the financial landscape but also effectively communicated intricate concepts with clarity—a crucial attribute for someone not well-versed in finance. Andy’s proactive approach to adapting strategies to changing circumstances instilled confidence in every decision made. I highly recommend Samalin Wealth to anyone seeking a knowledgeable and trustworthy partner.

Breanne B.

We have had our investment accounts with Samalin since probably 2018 and Andy and his team have been really great to work with. The team at the office is super responsive when I have questions or need money moved around and Andy is easy to talk to and helpful with his advising. I feel good knowing someone like Andy is watching our funds and pass on his name to friends all the time.

Iris F.

You'll get assurance in top-notch financial management. Through numerous years of investing, with 7 different investment firms, I no longer have to be in the driver's seat or weekly track my portfolios. WOW--I finally do not need to consider a change in financial management. I couldn't be more satisfied with Samalin Wealth--a proven investment firm that deserves a 10-star rating. Each client's financial goals are unquestionably considered in a prudent manner. The trust, confidence, satisfaction for providing me and my husband with a sound investment is rewarding. Thank you Samalin Wealth for giving me peace of mind. I no longer have to be the adviser or watch my portfolio--never imagined that could happen. I know I have the best wealth team on my side!

Paula B.

Andy Samalin has been in our corner for decades, and we're delighted he has been. Over the years as our income grew, he has always been available and ready with sage advice and counsel. Andy has managed our investments judiciously, increasing our returns while at the same time being mindful of the goals and aspirations of our lifestyle.

Michele

I have been with Samalin Wealth for close to 3 decades. During that time I have found Andy and his team to be very professional, always ready to help, and quick to follow through with all requests. I feel confident that my money is in very good hands!