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Samuel Deane
Samuel Deane president of Deane Wealth Management
Job title
President
Company/organization
Deane Wealth Management
Wealth Think
About

Samuel Deane is a financial advisor and president of Deane Wealth Management, a registered investment advisor for founders and tech employees.

The wealth management firm specializes in equity compensation, financial planning, investment management and tax planning. After spending some time working in an industry traditionally reserved for wealthy retirees, he realized that he could provide wealth management and financial planning services more efficiently for his generation.

Areas of expertise
Practice and client managementProfessional development
CONTRIBUTED STORIES
  • Wealth Think Millennials and Gen Z are in the driver's seat when it comes to holistic planning

    Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

    June 18
    Samuel Deane
    Samuel Deane
    Deane Wealth Management
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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