Samra Wealth Management is a fee-only fiduciary firm headquartered in New York City, with additional offices in Princeton, New Jersey. Founded by Indy Samra, the firm offers comprehensive wealth management services, including investment management, tax planning, estate strategies, insurance planning, and succession planning. Serving a diverse clientele—ranging from high-net-worth individuals and families to corporations, institutions, and government entities—Samra Wealth Management emphasizes a personalized, transparent approach. Their proprietary six-phase financial planning philosophy focuses on creating dynamic, goal-oriented plans that adapt to clients’ evolving needs, aiming to provide clarity and confidence in achieving financial objectives. With a commitment to acting in clients’ best interests, the firm integrates a team-based strategy, collaborating with professionals such as CPAs and attorneys to deliver holistic financial solutions. citeturn0search0turn0search2