Samra Wealth Management

Samra Wealth Management (SWM) is a wealth management firm based in New York, New York. The firm seeks to serve high-net-worth individuals, multi-generational families, as well as foundations and endowments. The firm offers investment and wealth management services including estate planning, tax planning, and cash flow management, provides record-keeping and reporting services, risk management and lifestyle management, and administration of philanthropic progra Additionally, the firm provides specialized consulting services. The assets of the firm are managed by the executive management team.