Samatva Wealth Management
Retirement savings/expense and goals analysis Asset allocation review and management for 401k/IRA/ Brokerage accounts, rebalancing and performance reporting Taxes saving and planning Risk Management (Life Insurance selection help) Mortgage refinance help Estate planning (WILL and TRUST) College Selection/Application/savings plan (529) for your kids Personal finance budget planning Financial statement preparation Business Advisor consulting – getting investments/scaling your business Business cash flow and valuation analysis consulting Business EXIT strategy consulting
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Top roles at Samatva Wealth Management
2 distinct titles indexed · top 2 shown.
- 3finance intern
- 1financial analyst
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