SAMRA WEALTH MANAGEMENT

At Samra Wealth Management, a team approach is critical to a successful advisory relationship. This team may consist of the client's wealth advisor and may include, but are not limited to, the client's: Certified Public Accountant (CPA), Trust & Estate Attorney, Probate Attorney, Immigration Attorney, as well as a Separately Managed Account Manager. Working with a team of trusted professionals ensures the continuity of a vital relationship... At Samra Wealth Management we promote a fee-only philosophy, ensuring clients are not charged an upfront fee for investments and are alternatively assessed a management fee for their assets under management. The aim of SWM is to provide clients with peace of mind.

Primary location: Princeton United States