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My Mission

Is to guide individuals and families toward long-term financial confidence by providing transparent advice, discipline planning and strategies tailored to their unique goals.

I’m committed to helping clients make informed decisions that support the life they want today and the legacy they envision for tomorrow.

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Put your future into focus today.

Working with Us

We believe in building a sustainable financial future for our clients. When we meet with our clients, we start by assessing what each of their needs are, and then we develop a detailed and cohesive strategy that aims to meet these needs efficiently while we try to minimize risk.

Our process does not stop there, we continue to conduct our due diligence so we can stay ahead and adapt in this ever-changing environment. Our client deserves tailored service, and we strive to deliver that through a combination of diligent research, sensible advice, and unwavering integrity.

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What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Jordan Samelson

666 3rd Avenue New York
New York, NY 10017
Local Phone: (212) 692-5068
jordan.samelson@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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