Sam is a Registered Investment Advisor in the Commonwealth of Pennsylvania

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Form Adv. Part 2A Firm Brochure

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• Preparation of Asset Allocation Report

• Management of investment assets

• Review and monitoring of money manager performance

• Assistance with portfolio rebalancing

• Check and balance monitoring of other investment advisors

• Assistance with mutual fund selection

• PERSONAL CFO

  • Including but not limited to: Reporting on quarterly investment performance, working with your investment brokers and attorneys to ensure that goals are being pursued with your best interest in mind under our fiduciary responsibility, estate planning, ensuring financial decisions aren’t made in a vacuum and all of the facts and circumstances are taken into consideration, preparation of asset allocation reports, tax preparation and planning, managing short-term and long-term cash needs while minimizing tax impacts, availability for any and all financial consulting needs, etc.

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Please contact us for a free consultation.

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