We begin by asking questions — lots of them
That’s because our focus is on understanding each client’s unique situation while building and maintaining a healthy relationship to help them clarify and achieve their financial goals.
We offer a comprehensive style of personalized financial planning
We apply a dynamic implementation of investment strategies, including complex client’s circumstances.
Spanning all asset classes
Our investment approach applies thoughtful market insights to deliver enhanced after-tax, total portfolio returns while minimizing risk.
Our decades of experience
Enable us to provide our clientele with a level of analysis and guidance that addresses their entire balance sheet — as well as their long-term plans — to ensure we handle every detail.
With the right plan and the right advisors, our clients can feel confident about their financial futures.
Harvey Samachson - Founder & President
Harvey has spent his career helping businesses and high net worth families meet all their financial needs by developing personalized plans to attain their long-term goals while minimizing taxes and risk.
His financial services career began more than 30 years ago at Merrill Lynch; he later moved his practice to Wells Fargo Advisors. He is now working with Dynamic Wealth Advisors as an independent Investment Advisor Representative.
Harvey earned a Bachelor’s Degree from American University and a Masters of Business Administration (MBA) from Rutgers University.
Dynamic Wealth Advisors
Through my affiliation with Dynamic Wealth Advisors (“Dynamic”), I receive unparalleled service and support. In addition to providing financial advice to Clients, Dynamic provides access to industry-leading investment resources, economic research, and technology platforms. Dynamic strives to attain the highest standards and focuses intently on proper ethics.
Darci Depweg - Office Manager
The material on the website has been distributed for informational purposes only. The material contained on this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Harvey Samachson is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under CRD #151367.
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