Sampson Investment Management

Specialties

At Sampson Investment Management we provide financial planning and wealth management to individuals and small businesses in the San Francisco Bay Area who desire a very personalized approach in preparation for a successful financial future. We get to know our clients in a very detailed and personal way so that we can best serve them in achieving the important financial goals and objectives in their lives.

History

Established in 1993.

Times have changed, but our dedication to perfecting the financial investment experience never will. At Sampson Investment Management we take pride in our commitment to each relationship we develop. Our proprietary approach, The Sampson Insight Advantage™ engages each client experience with the highest standards of investment services, personalized attention and discrete advice. For those who know and appreciate the very best, we offer an uncommon depth of trust, connection and expertise.

Meet the Business Owner

Scott S.

Business Owner

For over 30 years, Scott Sampson CFP® has offered an individualistic, client-​centered approach to asset management and financial planning. He explains it this way: «99.9 percent of my business is based upon relationships … Someone is looking to me to manage their funds, but they are also looking for someone they can trust, and someone who will take the time and effort on a regular basis to talk about what is going on.»

While establishing and retaining these relationships Scott has found that his counseling and education skills have meshed well with his expertise as a Registered Investment Advisor. This combination of skills and vision helps make Sampson Investment Management unique.