Sara Samuels
🚀 Founder & Owner of Unicorn Wealth Solutions | Helping Visionaries & High-Achievers Turn Wealth into Impact 🏆
- Role
- Founder Fee-for-advice Financial Planning and Wealth Solutions at Unicorn Wealth Solutions
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Sara Samuels
What’s the next big move you want to make?You’ve built something extraordinary—your career, your business, your wealth. But when it comes to planning for what’s next, you need more than a generic financial plan. You need a strategy as bold and dynamic as you are.At Unicorn Wealth Solutions, we specialize in one-of-a-kind planning for one-of-a-kind people—visionaries, entrepreneurs, and high-achievers who think big and move fast. Our clients have worked hard to get where they are, but time is their scarcest commodity. That’s where we come in.We bring clarity, connection, and strategic direction to your financial world, so you can focus on what matters most—growing your impact, building your legacy, and living life on your terms. Unicorns.We work with them.We help create them.We are them.Let’s design a strategy that moves you forward. Let’s Connect! S••••••••@nm.com Visit us online at unicornwealthsolutions.com Best-in-State 2023 and 2024 NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS,BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.[812]Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Experience
Founder Fee-for-advice Financial Planning and Wealth Solutions
Jul 2008 — Present
I am a former practicing attorney and Wealth Solutions Advocate, partnering with Northwestern Mutual, since July 2008, working with clients all over the country and the world. Our team specializes in working with “emerging affluent” clientele, especially those in the Creative Arts, Tech and Finance and business owners specialist, by helping them feel inspired to implement pro-active and tax-intelligent solutions integrated directly with their goals and priorities. Our team\'s mission is to financially inspire, so you reduce economic vulnerability and build enough wealth to live your very best lives, now and in the future.
Education
Chicago-Kent College of Law, Illinois Institute of Technology
Law, Litigation and Alternative Dispute Resoultion
2001 — 2004
UC San Diego
BA, Sociology Honors
1995 — 2001
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