Welcome to Samson Wealth Management Group

Mark Samson, President & Senior Financial Advisor, and Steve Schwartz, Managing Partner & Senior Financial Advisor, lead a team of financial service professionals who work closely with wealthy families to help them navigate the multifaceted issues that come with their success.  We guide them with strategies that help create, grow and preserve their family's wealth, which provides a level of comfort that allows them to focus on the people and activities they care about most in their lives.

Family wealth management is a comprehensive discipline that, based on each family's unique needs, combines wealth planning, investment planning, retirement planning, asset protection planning and executive planning.  We pride ourselves on providing clients with a holistic approach, personalized service and timely, unbiased advice to help them address the increasingly complex world of today's financial landscape.

Our team is passionate about helping our clients and we work diligently on their behalf.