Wealth Management
Attract more AND higher net-worth clients to your firm.
Are you a CPA firm looking to expand your service offerings and provide your clients with a comprehensive approach to wealth management? Outsourcing wealth management services could be the solution you're looking for.
With SAM’s Wealth Management service, your firm can offer your clients a wider range of financial services without having to hire and train additional staff. Our team of experienced financial experts will work with you in a 1 hour consultation or create a comprehensive and customized wealth management plan for each of your clients, taking into account their unique financial goals and risk tolerance.
We'll handle everything from investment management to retirement planning to tax strategies, freeing up your time to focus on other areas of your business, like profitability.
Help Your Clients Gain Access To:
Alternative Investment Opportunities Outside of Wall Street
Tax Savings Investment Vehicles Capable of Reducing Taxable Income by 75-80%
Tax Free Monthly Passive Income (MPI) Investments
Institutional Grade Venture Capital and Private Equity Funds
Bond Asset Class Alternatives with No Downside Risk
Tax and Estate Planning Services
Social Security Optimization Plan
Trading Bots Averaging 12-15% returns a month
Accredited Pre-IPO Fund Offerings
Access to Crypto Hedge funds
Tax Free Roth Conversion Strategies
Access to proprietary insurance instruments
Alternatives, Tax Savings, Monthly Passive Income (MPI), Venture Capital
About SAM Wealth Management
By outsourcing your wealth management services, you'll be able to differentiate yourself from competitors, attract new clients, and increase your revenue streams, especially from higher net-worth clients. Plus, you'll be able to provide your clients with the peace of mind that comes with knowing their finances are in good hands.
With our wealth management outsourcing services, you'll be able to provide your clients with a comprehensive approach to financial management while also growing your business. Contact us today for a FREE 15-minute demo to learn more about how we can help you expand your service offerings and take your firm to the next level.
No Contracts, Minimums, or Upfront Fees to Sign Up
No Preparer/Client Contact - Your Firm’s Clients are Yours
No Risk, No Commitment, No Hassle
No Upfront Fees to Sign Up!
Pay For Only What You Use.
THE SOLUTION For The Tax & Accounting Industry
The SAM Marketplace is Changing The Way CPAs Do Business Forever. Are You Ready To Join Us?
