John Sammut
Experienced wealth manager specializing in financial planning for company stock plan participants.
- Role
- President at Sammut Wealth Management Llc
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About John Sammut
As founder and President of Sammut Wealth Management (SWM), I focus on helping stock plan participants with equity compensation risk analysis and tax planning. Our firm oversees the financial affairs for a select group of corporate executives, business owners and families across the U.S. We are focused on guiding our clients with transparency, confidentiality and a disciplined advisory process. Working comprehensively, we address the following critical wealth management issues:> Portfolio Management & Investment Policy > Incentive Stock Options (ISOs)> Restricted Stock (RSUs)/ Performance Shares (PSUs)> Non-Qualified Stock Options (NQSOs)> Employee Stock Purchase Plans (ESPPs)> Non-Qualified Deferred Compensation Plans (NQDCs)> Concentrated stock risk management > Comprehensive Wealth Management > Retirement accumulation and income-planning > Trust, Estate and Tax Planning > Education Funding > Insurance and Risk Management Born and raised in the Finger Lakes region of Central New York, I live in Skaneateles with my wife (and business partner) Erin and our dog Samson. When I\'m not working, I enjoy all kinds of workout activities including circuit training, running and yoga. We also enjoy travel, and often tie in trips with client visits away from home. More Information: https://sammutwealth.com/ Subscribe to our blog: Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Sammut Wealth Management LLC, 3460 County Line Road, Skaneateles, NY 13152,(315) Please review our Terms of Use here:
Experience
President
Jan 2014 — Present · Syracuse, NY, US
Our firm serves private clients, families and their team of tax, estate, insurance and other advisors. As a fee-only advisor, SWM delivers comprehensive and independent financial planning services to select clients across the country. Visit
Education
Gettysburg College
Bachelor's Degree, Management/Finance & English Literature
1988 — 1992
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