We focus on the inherent needs of our clients, tailoring solutions to help build or transfer wealth, protect and preserve income & wealth, establish taxation strategies, create insurance plans and assist with succession or exit planning. As fiduciaries, we are transparent and place the interest of our clients first, customizing portfolio design individualized for the needs of our clients.
Our advisory solutions capabilities allow us to serve Federal, State & Municipal Government, Institutions, Endowments, Corporations and individuals throughout the United States. A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.
Our advisory solutions capabilities allow us to serve Federal, State & Municipal Government, Institutions, Endowments, Corporations and individuals throughout the United States. A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.
Services
We focus on the inherent needs of our clients, tailoring solutions to build or transfer wealth, protect and preserve income & wealth, establish taxation strategies, create insurance plans and assist with succession or exit planning.
With the rising conflict of financial firms creating and manufacturing investment products and managing assets, at Samra Wealth Management customized portfolio design individualized for each client alleviates this conflict.As fiduciaries, we are transparent and place the interest of our clients first.
With the rising conflict of financial firms creating and manufacturing investment products and managing assets, at Samra Wealth Management customized portfolio design individualized for each client alleviates this conflict.As fiduciaries, we are transparent and place the interest of our clients first.
Indy Samra is a Private Wealth Advisor and Financial Market Commentator with Samra Wealth Management, a member of Advisory Services Network, LLC. His work with select families and businesses covers a full range of issues related to wealth management, including investment strategy and portfolio construction, trust & estate planning, taxation, philanthropy, exit strategy formation as well as insurance planning.
Advisory Services offered through Samra Wealth Management, a Member of Advisory Services Network, LLC. Insurance products offered through Samra Insurance. Advisory Services Network, LLC and Samra Insurance are not affiliated. Mr. Samra is a licensed insurance agent, offering insurance products and services of unaffiliated insurance companies through Samra Insurance.
We work hard to take the guess work out of insurance planning. We start by looking for gaps in your current coverage or where you may have too much coverage. We create hybrid insurance models and look for alternative funding options. Our strategies range from providing a plan for your family to providing a plan for your business.
At Samra Wealth Management we conduct in-depth equity research, specific to industry and sector. This research forms the basis of our portfolio construction. We share our insights in our monthly market commentary. As an independent investment firm, we utilize primary and secondary research from some of the industry's well-known firms and financial analysts.
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