Company

Samatva Wealth Management

Financial Services Clarksburg, Maryland, United States 9 employees

Employees: 9

www.samatva.us LinkedIn

Samatva Wealth Management Overview

Headquarters: Clarksburg, Maryland, United States
Website: www.samatva.us
Industry: Financial Services
Employees: 9
Founded: 2015
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Clarksburg

About Samatva Wealth Management

Retirement savings/expense and goals analysis Asset allocation review and management for 401k/IRA/ Brokerage accounts, rebalancing and performance reporting Taxes saving and planning Risk Management (Life Insurance selection help) Mortgage refinance help Estate planning (WILL and TRUST) College Selection/Application/savings plan (529) for your kids Personal finance budget planning Financial statement preparation Business Advisor consulting – getting investments/scaling your business Business cash flow and valuation analysis consulting Business EXIT strategy consulting

Samatva Wealth Management Contact Details

People in AeroLeads: 4

Samatva Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Keshav Arora	Canfield Business Honors @ Ut Austin	Beaverton, Oregon, United States	View
Nidhi P.	Honors Finance and Sustainable Business	Chantilly, Virginia, United States	View
Tarun Sriram	Junior Corporate Finance Major @ Ut	Austin, Texas, United States	View
Rishab Jain	Honors Finance & Business Analytics @	United States	View