Samer Skooti

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At Sam Skooti Wealth Advisory, the goal is more than just growing wealth—it’s about using financial resources to create a meaningful, secure, and fulfilling life. Sam believes that financial success isn’t just about accumulating assets but leveraging them to build opportunities, pursue passions, and secure a lasting legacy. His approach focuses on balance—between smart financial planning and enjoying life today, ensuring that clients feel confident about their future while making the most of the present.

What Makes Sam Different?
A One-Stop Financial Resource– Sam provides a holistic, all-in-one advisory experience tailored to each client’s unique needs. Whether it’s cash management, customized credit solutions, tax-efficient strategies, estate planning, or trust services, every financial decision is made with a clear, strategic plan in mind.

Specialized Support for Business Owners – Small business owners face unique financial challenges, from managing cash flow to succession planning and business transitions. Sam helps entrepreneurs navigate these complexities, ensuring their businesses thrive and their legacies endure.

A Disciplined and Personalized Approach – Every client receives a customized financial roadmap designed to align with their aspirations. Regular check-ins ensure that plans stay on track, adapting as life and goals evolve.

Access to Top-Tier Resources – Leveraging Bank of America’s Global institutional research, investment platform, and financial tools, Sam ensures clients have access to world-class financial solutions that help them anticipate and prepare for the next opportunity or challenge.

Whether you’re building your business, securing your financial future, or planning your legacy, Sam Skooti is your trusted advisor, helping you move forward with confidence and clarity.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.