With a passion for educating individuals and helping bring clarity to the matrix of wealth management, Sam leads the client process at Harman Wealth Management. With in-depth experience in guiding executives, business owners, and career professionals, Sam helps them achieve a higher level of confidence in themselves and their financial future.Sam has an extensive background with experience both inside and outside the finance industry, enabling him to give a unique perspective when it comes to guiding clients in their financial journey. As a strict fiduciary, Sam enables his clients to have confidence that every allocation and piece of advice is solely in their best interest. Asset allocation and investment decisions are based off of research and data analysis that is done entirely in-house based on the concepts of business cycle investing, rather than the latest sales pitch from an outside salesman. With the freedom that comes as an independent asset management shop and due to a fee-based structure, Harman Wealth Management provides professional evidence-based advice to corporate professionals and business owners.Disclosures:Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Listed skills include Wealth Management, Retirement Planning, Retirement Plan Consulting, Economics, and 8 others.