At First Samuel, it’s personal. Personal wealth management advice. Personally designed and managed portfolios. Highly personal service. And 94% of our clients said we have “great customer service.”*
First Samuel was given a 95% client rating for being trustworthy in our latest client survey*. Our ‘no commissions’ policy and complete fee transparency provides comfort to clients that we act in their interests, not ours.
First Samuel is one of the very few companies that provides an integrated service of the critical components of wealth management.
Your financial arrangements are an opportunity, not a cage. But you cannot capture this opportunity on your own.
We design and manage your portfolio to suit your needs. Investments are directly managed. Tax is actively managed.
Our business is the right size to serve your needs. Institutional enough to successfully provide all the services you need. Small enough to appropriately respond to your changing needs or to a changing world. And your phone call will be answered by a person.
*Source: First Samuel 2022 Annual Client Survey.
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