Samatva Wealth Management LLC

Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee-only basis and states it does not accept commissions, participate in wrap programs, or sell commissioned insurance or securities products.

The firm’s investment approach emphasizes a long-term (four- to five-year) horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds and supplemented by limited use of index funds and ETFs; portfolio risk is managed through periodic rebalancing. Accounts are typically managed on a discretionary basis under a limited power of attorney after the firm documents client suitability factors such as age, income, net worth, risk tolerance and time horizon.

Noteworthy differences from many peers include the firm’s stated provision of pension consulting services and the conduct of no-cost educational seminars and workshops for clients and prospects, both of which are less common among independent advisers. The firm’s lead advisor holds the CFA charter and an MBA in finance and brings prior technology and project management experience, which the brochure indicates informs the firm’s analytical processes and operational practices.