Sam Minuti

I have over 20 years experience in the financial advice industry and have a strong focus on building and maintaining client relationships. I believe an advice relationship should be built on trust and an ethics first approach and should always focus on acting in the best interests of a client. I look to assist clients in understanding their goals and ensure we assist them in achieving these goals. I look to make the sometimes difficult concepts involved in investment & retirement planning simple through open and honest communication and education .