Sam Skooti
At Sam Skooti Wealth Advisory, the goal is more than just growing wealth—it’s about using financial resources to create a meaningful, secure, and fulfilling life. Sam believes that financial success isn’t just about accumulating assets but leveraging them to build opportunities, pursue passions, and secure a lasting legacy. His approach focuses on balance—between smart financial planning and enjoying life today, ensuring that clients feel confident about their future while making the most of the present.
What Makes Sam Different?
A One-Stop Financial Resource– Sam provides a holistic, all-in-one advisory experience tailored to each client’s unique needs. Whether it’s cash management, customized credit solutions, tax-efficient strategies, estate planning, or trust services, every financial decision is made with a clear, strategic plan in mind.
Specialized Support for Business Owners – Small business owners face unique financial challenges, from managing cash flow to succession planning and business transitions. Sam helps entrepreneurs navigate these complexities, ensuring their businesses thrive and their legacies endure.
A Disciplined and Personalized Approach – Every client receives a customized financial roadmap designed to align with their aspirations. Regular check-ins ensure that plans stay on track, adapting as life and goals evolve.
Access to Top-Tier Resources – Leveraging Bank of America’s Global institutional research, investment platform, and financial tools, Sam ensures clients have access to world-class financial solutions that help them anticipate and prepare for the next opportunity or challenge.
Whether you’re building your business, securing your financial future, or planning your legacy, Sam Skooti is your trusted advisor, helping you move forward with confidence and clarity.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
At Sam Skooti Wealth Advisory, financial planning is about clarity, confidence, and purpose—not fear or uncertainty. True financial success isn't just about accumulating wealth; it's about ensuring that wealth is used to create meaningful opportunities, lasting security, and a life well-lived. The greatest reward is seeing clients feel empowered when they realize their financial goals are not just possible, but within reach.
Sam works closely with clients to design strategies that align with their unique vision and values—whether that means securing a comfortable retirement, expanding a business, or building generational wealth. His approach isn't about following rigid formulas dictated by the calendar—it's about providing proactive, ongoing guidance to adapt to new opportunities and challenges as they arise.
Core Beliefs That Guide Sam's Approach:
• Clients' goals shape every financial decision. Sam takes the time to understand what truly matters to each client, ensuring that every financial plan is goal-driven, realistic, and adaptable. Whether it's securing a child's education, optimizing a business transition, or preserving wealth for the next generation, every strategy is built with clarity and purpose.
• A commitment to proactive, long-term financial success. Financial planning is not a one-time event—it's a continuous process. Sam regularly reassesses clients' plans, not just when markets shift, but as life evolves, ensuring that financial strategies remain aligned with their goals and aspirations.
• Balancing risk and opportunity for smart growth. Wealth isn't just about growth—it's about protecting what you've built. Using Bank of America's research, strategic asset allocation, and disciplined risk management, Sam ensures clients have a diversified, tax-efficient investment approach that balances security with long-term growth potential.
• Building relationships that extend beyond financials. Clients value Sam's ability to deliver more than just investment strategies—they trust him to help them navigate major life decisions, business transitions, and family wealth planning with integrity and care.
At the heart of it all, financial success isn't just about numbers—it's about the freedom to focus on what truly matters. Sam Skooti is committed to ensuring that every client can move forward with confidence, knowing they have the guidance and resources to build the future they envision.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
