Welcome to Samoset Capital Partners

High net worth clients deserve a wealth management firm with advisors that they trust. The foundation for building that trust begins with a comprehensive understanding of the client’s needs, objectives and total worth. Those goals are best met by a firm providing independent advice, with full transparency on fees, and world-class expertise in all aspects of wealth management. 

Samoset was established to build a national partnership with financial advisors, private bankers and trust officers who focus on providing planning, investment and fiduciary advice to ultra high net worth families and their endowments, foundations and companies. Samoset seeks to create one firm, solely focused on the high net worth market, operating off of one investment and technology platform, under one brand name and where all partners own the same equity and participate in the profits of the firm.

The scale of the business needs to be sufficiently large to provide the mix of services required by families of wealth.

In a business which is focused on one type of client we will offer the opportunity for all partners to share in the delivery of best practices to their clients, thereby enhancing the organic growth prospects of the business. Operating as a partnership with adequate institutional capital to expand under a national brand, it is our objective to deliver a consistent and exceptional client experience with our partners wherever we are located.