Robert Samrah

Robert Samrah

Robert Samrah | CFA | Advisor | Wealth Management

Troy, MI | 248.502.1215 | Email | LinkedIn
Service Areas | Comprehensive financial planning, investment analysis and portfolio design

Robert develops creative strategies that help clients work toward meeting their financial goals, integrating wealth management services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Experience

Robert began his financial services career in 1985 and has supported high net worth individuals and their families, business owners and businesses. He has extensive knowledge of all aspects of wealth management including asset allocation and model portfolio construction. Robert helps many clients, whether a family or business, better understand their balance sheet and ensure that they have sufficient resources to progress toward their goals.

Prior to joining Rehmann in 2018, Robert operated two RIA firms bringing broad and deep financial knowledge to the firm, developed over 30 years of practice.

Robert keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.

A Closer Look

  • Robert frequently helps clients with an overall approach – designing investment portfolios and providing a range of other family office services – ask how he can help you.
  • Robert lives by the goal of helping clients make educated financial decisions by leveraging experience, knowledge, and professional objectivity.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000

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