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@patinawealth.com
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Sam Harris is listed as Founder | Private Wealth Advisor | Fiduciary at Patina Wealth LLC, a with 3 employees, based in Greater Charlottesville Area, United States. AeroLeads shows a work email signal at patinawealth.com and a matched LinkedIn profile for Sam Harris.
Sam Harris previously worked as Partner at Tfs Capital Llc and Director at Tfs Capital. Sam Harris holds Bachelor Of Science (B.S.), Finance from Virginia Polytechnic Institute And State University.
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I founded Patina Wealth for one reason; to provide objective and transparent investment advice to my clients. I focus my practice on working with clients who seek assistance investing their assets, helping to build their nest egg to enable them to live a secure retirement lifestyle. I also help small business owners determine which type of retirement plan best suits them and their employees. The fiduciary responsibility I have is what drives me to provide honest and transparent investment solutions for my clients.
Listed skills include Investments, Portfolio Management, Wealth Management, Asset Management, and 12 others.
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Crozet, Virginia, United States
As an independent Registered Investment Advisor, I help individuals plan, and invest, for their financial future. Being independent is important because it allows me to act as a fiduciary to my clients, which means always putting my clients' interests ahead of my own.
Richmond, Virginia
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Sam Harris works for Patina Wealth LLC.
Sam Harris is listed as Founder | Private Wealth Advisor | Fiduciary at Patina Wealth LLC.
AeroLeads has found 1 work email signal at @patinawealth.com for Sam Harris at Patina Wealth LLC.
Sam Harris is based in Greater Charlottesville Area, United States while working with Patina Wealth LLC.
Sam Harris has worked for Patina Wealth Llc, Tfs Capital Llc, Tfs Capital, and Wells Fargo Advisors / Wachovia Securities / First Union Securities (Through Acquisitions).
Sam Harris's colleagues at Patina Wealth LLC include John Mumper.
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Sam Harris holds Bachelor Of Science (B.S.), Finance from Virginia Polytechnic Institute And State University.
Sam Harris is listed with skills including Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Equities, and Asset Allocation.
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