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The Sampson Wealth Advisory Group
Awards
Peter Sampson Named to Forbes Best-In-State Wealth Advisor List
We are proud to share that Pete Sampson has been recognized as a Forbes 2024 Best-in-State Wealth Advisor.
Forbes Top Next-Gen Wealth Advisors 2023
Alex Vlahos has been named to the Forbes 2023 Top Next-Gen Wealth Advisors list
Peter Sampson Named to Forbes Best-In-State Wealth Advisor List
We are proud to share that Pete Sampson has been recognized as a Forbes 2023 Best-in-State Wealth Advisor.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 12, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
October 28, 2024
Cash Balance Plans: An Overview
Should your business consider offering a cash balance retirement plan? In this one pager, learn about the potential for accelerated retirement savings and significant tax benefits.
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October 24, 2024
Estate Planning
Did you know? If current legislation sunsets, even an extremely conservative rate of return can potentially push your total estate value over the projected exemption amounts.
Click here to learn more about the importance of estate planning:
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https://tinyurl.com/46sjzkup
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.