Welcome to Samoset Capital Group
High net worth and ultra-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 is an independent wealth management firm which exclusively advises high net worth and ultra-high net worth individuals and families, and their endowments and foundations. We provide wealth management services, including financial planning and trust and investment management services, using robust, proprietary tools and technology. Our team brings decades of global experience in all aspects of wealth management to our clients and wealth advisors.
We partner with select wealth management advisors who share our philosophical approach and are focused on high net worth and ultra-high net worth clients. We offer the opportunity to share best practices and operate under a national brand using a common platform to deliver a consistent, exceptional client experience.
A consistent client experience through one culture, one brand
Samoset Wealth Management Company LLC, a subsidiary of Samoset Capital Group LLC, is an investment adviser registered with the U.S. Securities and Exchange Commission.