Samuel Fischer

Sam is a seasoned Senior Financial Advisor with 29 years of comprehensive wealth management experience. Specializing in navigating high-net-worth individuals, corporate executives, businesses, and families through complex financial landscapes, Sam serves as an essential resource for his clients. Sam’s primary mission is to deliver the advanced professional knowledge, strategic advice, and customized strategies that are required to provide his clients with the highest level of personal wealth management.

Sam’s holistic approach goes beyond numbers. Sam is deeply committed to helping his clients to maximize the positive impact that they can have on their own lives and within their communities. He equips his clients with both foundational financial education as well as the sophisticated tools that are needed to prepare for the tax-efficient transfer of wealth to future generations. Over his long career, Sam has developed deep expertise across a wide range of complex financial matters, including:

* Portfolio Management
* Private Market Investments
* Investment Banking
* Concentrated Stock Management
* Hedging, Monetization, & Lending Strategies
* Philanthropy & Charitable Giving
* Estate & Wealth Planning Strategies

Sam divides his time between Bellevue, Washington, and Austin, Texas, two of the nation's most dynamic and rapidly expanding high-tech and business hubs. Outside of his professional endeavors, Sam prioritizes his family and community. He has been happily married to his wife, Tori, for over 28 years, and they are the proud parents of twin boys, Tre and Skye--each University of Texas at Austin Longhorns. An avid enthusiast of the outdoors, active living, and the arts, Sam enjoys golfing, fishing, football, wine, theatre, and travel.
 
^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}