Samalin Wealth Email Formats
Financial Services • 
Chappaqua, New York, United States • 11-20 Employees
Samalin Wealth Email Formats
Samalin Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@samalinwealth.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@samalinwealth.com | 90% |
{first name}.{last name} | john.doe@samalinwealth.com | 10% |
Key Contacts at Samalin Wealth
Patrick Thuemmel
Director - Investments
Laurance Kersh
Director - Investments At Samalin Wealth
Company overview
| Headquarters | 297 King Street, Chappaqua, NY 10514, US |
| Phone number | +19146666600 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advisor, Wealth Management, Retirement Planning, Divorce Financial Planning |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
About Samalin Wealth
Samalin Wealth is an SEC-registered investment advisory firm specializing in wealth management designed to elevate our clients’ potential. With origins dating back to 1992, we have earned the trust of our clients through our commitment as fiduciaries. We provide expert financial guidance and personalized care, ensuring our clients navigate the ever-changing financial landscape with confidence. Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is registered as an investment advisor with the United States Securities and Exchange Commission (“SEC”). Our firm only transacts business in states where it is properly notice-filed or is excluded or exempted from such filing requirements. Registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that an advisor has attained a particular level of skill or ability. For information pertaining to our registration status, please see www.advisorinfo.sec.gov. For a copy of our current written disclosure statement, which describes our services, fees, and procedures, go to our Form ADV. Samalin Wealth does not provide tax or legal advice. Associated persons of Samalin Wealth have obtained CFP® certifications and other qualifications including CDFA®, CPA, and EA, to enhance their knowledge in areas of financial planning and investment management. However, any tax information and tax planning presented by us is not to be construed as tax advice and should be reviewed and approved by the client’s tax advisor or attorney prior to implementation. With respect to investment advice provided by us, all investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Samalin Wealth has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Samalin Wealth has never raised funding before.
Samalin Wealth Tech Stack
Discover the technologies and tools that power Samalin Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Analytics
Tag managers
CMS
Miscellaneous
JavaScript libraries
Miscellaneous
Security
JavaScript libraries
JavaScript libraries
Italy
Egypt
United Arab Emirates
Finland
Frequently asked questions
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