Samer Salha
Serving Business Owners | Comprehensive Tax Planning | Generational Wealth Preservation and Growth Strategies | Acropolis Capital Partners
- Role
- Partner at Acropolis Capital Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Samer Salha
My team at Acropolis Capital Partners harnesses a strategic approach to wealth management, integrating legal and financial services for high-net-worth individuals. This collaborative spirit, combined with a Master\'s in Financial Analysis propels us to deliver personalized, comprehensive solutions spanning investment advisory to philanthropy.With a background in financial advisory, I\'ve adapted my skill set to manage a diverse and affluent client portfolio, focusing on long-term growth and asset protection. My passion lies in crafting safe money strategies and robust wealth management plans that reflect each client\'s ambitions, buttressed by certifications in investment advisory and insurance.
Experience
Partner
Feb 2024 — Present
Provide centralized oversight covering key financial aspects including investment advisory, family governance, estate planning, tax management, and philanthropy using personalized and holistic planning through a strategic approach.· Lead a collaborative and experienced team comprised of financial service and legal professionals who seamlessly integrate each other’s specialties for the exclusive benefit of high-net-worth individuals and every facet of their wealth.
Education
Temple University Graduate School
Master's of Financial Analysis (MSF)
Temple University
Bachelor's degree
Skills
- Microsoft Word
- Leadership
- Customer Service
- Social Media
- Microsoft Excel
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