Samalin Wealth

Patrick Thuemmel is a CFP® with 19 years of experience in the financial services industry. He currently serves at Samalin Wealth and has previously worked at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, spending less than 10% of his time on this activity. Samalin Wealth provides investment management, financial planning, retirement plan consulting, and held-away account monitoring for individuals, trusts, estates, pension plans, and other entities. The firm employs a combination of fundamental and cyclical analysis, uses options trading and margin strategies, and offers specialized services such as post-divorce wealth management and consulting for employee benefit plans.

John Fussell is a financial advisor at Samalin Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth serves individuals, trusts, estates, pension plans, and other entities with investment management, financial planning, retirement plan consulting, and held-away account monitoring. The firm employs a combination of fundamental and cyclical analysis with both long- and short-term trading strategies, including options and margin trading, and offers specialized services such as post-divorce wealth management and consulting for employee benefit plans.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Samalin Wealth provides investment management, financial planning, retirement plan consulting, and held-away account monitoring for individuals, trusts, estates, pension plans, and other entities. The firm employs a combination of fundamental and cyclical analysis along with various trading strategies, including options and margin, and offers specialized services such as post-divorce wealth management and consulting for employee benefit plans.

Andrew Samalin is a CFP® professional with 25 years of experience in the financial industry. He is the president of Samalin Investment Counsel, LLC, a role he has held since 2007. In addition to his advisory work, he is involved in mortgage brokerage and directs a divorce finance practice that assists clients with financial planning related to divorce. Samalin Wealth serves individuals, trusts, estates, pension plans, and other entities by providing investment management, financial planning, retirement plan consulting, and held-away account monitoring. The firm employs a combination of fundamental and cyclical analysis, incorporates options and margin strategies, and may utilize third-party sub-advisors and private placements for accredited investors.

John Hadley is a financial advisor with Samalin Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Samalin Investment Counsel since 2019 and previously spent 14 years at Quantum Technalysis Asset Management. Samalin Wealth provides investment management, financial planning, retirement plan consulting, and held-away account monitoring for individuals, trusts, estates, pension plans, and other entities. The firm employs a blend of fundamental and cyclical analysis with a range of trading strategies, including options and margin, and also offers specialized services such as post-divorce wealth management.

Laurance Kersh is a CFP® with 17 years of industry experience, currently serving at Samalin Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Chappaqua, NY. Samalin Wealth provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, estates, pension plans, and other entities. The firm employs a combination of fundamental and cyclical analysis with both long- and short-term trading strategies, including options and margin techniques, and also offers specialized services such as post-divorce wealth management and consulting for employee benefit plans.

Ronald Schneider is a CFP® with 34 years of experience in the financial industry. He is currently with Samalin Wealth, where he has worked since 2020. His prior roles include positions at National Asset Management, United Advisors Services, Securities America Inc., and Wells Fargo Advisors LLC. Samalin Wealth provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and held-away account monitoring for individuals, trusts, estates, pension plans, and other entities. The firm employs a mix of fundamental and cyclical analysis, with strategies that include options trading and margin, and offers specialized services such as post-divorce wealth management and consulting for employee benefit plans.

Thomas Beattie is a CFP® professional with 30 years of industry experience. He is currently with Samalin Wealth and previously worked at Stifel Nicolaus & Co Inc for 13 years. Samalin Wealth provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and held-away account monitoring for individuals, trusts, estates, pension plans, and other entities. The firm employs a range of investment techniques including fundamental and cyclical analysis, options trading, and margin strategies, and offers specialized services such as post-divorce wealth management and employee benefit plan consulting.