Samalin Wealth

Easily access and securely manage your Samalin Wealth portfolio:

- Obtain a holistic view of all your financial accounts in one location.
- View and edit your personal financial plan.
- Review and update your risk assessment parameters.
- Review financial statements, account, and household reports.
- Monitor account performance and asset allocation.
- Co-browse with your advisor.
- Upload documents securely for advisor review.
- Contact your advisor to schedule a meeting.

…and more.

Samalin Wealth offers curated wealth management that is insightful, intuitive, and designed to elevate our clients financial potential. Learn more at www.samalinwealth.com.

Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is a registered investment adviser.