Financial Planning

We begin by understanding your specific goals, priorities, and future vision. From there, we will create a tailored and comprehensive plan based on your specific needs and objectives. Ongoing one-on-one communication will ensure peace of mind as we continuously partner to coordinate your financial life goals with a wealth growth mindset.

Investment Management

We curate an investment strategy to achieve your unique financial goals. As a private and independent fiduciary, we implement a client-first strategy designed to maximize your portfolio returns while striving toward your goals.

As an investor at SAM, you will benefit from the knowledge of optimal asset allocation garnered from years of experience and rigor in the institutional realm. Craig Stapleton retired after a decade of managing 32 Billion worth of assets at a Fortune 500 firm to bring his expertise in sophisticated investment strategies to the individual investor.

At SAM, your portfolio will intelligently respond to the ever-changing and complex investment landscape under the stewardship of Craig Stapleton with both agility and stability.

Consulting & Advisory

Our Consulting and Advisory services allow you to receive an evaluation of your overall financial health as well as a shock assessment of your portfolio’s asset classes and diversification structure. This evaluation will allow you to leverage the wealth of knowledge of market and risk allocation experience SAM offers in an individualized assessment. This is a unique opportunity for a client to engage with Craig Stapleton and his services prior to committing to a long-term financial planning or wealth management relationship.