“We protect and empower our clients by maintaining superior fiduciary standards of care, ongoing education, and transparency.” Sam navigates his clients toward financial success using a consultative, customizable and inclusive approach. The research, investment management platforms and financial planning tools are central to the fiduciary process for every one of Sam’s private and institutional clients. Prior to joining Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition, Sam held several positions with high-profile Wall Street firms. He was also one of the first professionals in the New England region to earn the Accredited Investment Fiduciary Analyst® certification. Sam and his wife, Karen, and their four children live in Wayland, Massachusetts.