Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 01876

Out of 400,000+ nationwide

user avatar

Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
user avatar

Narendra K

Series 63, Series 65

Chelmsford, MA

Value Financial Services Corp.

Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Linda T

Series 65

Carlisle, MA

Carlisle Financial Group, LLC

Passive / index investing Tax-loss harvesting
user avatar

Martin K

Series 63, Series 65

Tewksbury, MA

Capital Wealth Management

Passive / index investing
user avatar
firm logo

Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Umbrella liability Founder/Business Owner
user avatar
firm logo

Alicia D

Series 65

Nashua, NH

Nashua Capital Management LLC

Wealth management Passive / index investing General retirement planning
user avatar
firm logo

Beth L

CFP®, Series 65

Tyngsboro, MA

Hawthorne Wellman Financial Planning, LLC

Cash flow / budgeting Gen X (Born 1965-1980)
user avatar

Edward M

ChFC®, Series 63

Nashua, NH

Family Investment Advisory, LLC

Active portfolio management Options & derivatives strategies Life insurance needs analysis
user avatar
firm logo

Joseph C

Series 66

Woburn, MA

Sagamore Wealth Management, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Anupama R

Series 65

Lexington, MA

Sustainable Investment Partners LLC

ESG / Sustainable investing Wealth management College savings (529s, UTMA, etc.) General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.