- 301.949.4449
- Mon-Fri 9:00am - 3:30pm EST (By Appointment Only)
MBA, EA, ChFC®, CRPC®, CMFC®, CASL®, CLU®, CTP®, CBM®
Wealth Coach | Author | Tax Expert | Dad
With specializations in investments, retirement, insurance, and taxes, Samuel has more than 20 years of experience in financial services, working directly with clients in all stages of life. He is known for his passion and unwavering motivation for delivering straightforward guidance to help his clients achieve the best possible outcomes.
A masterful communicator known for his superb ability at simplifying complex financial concepts into plain everyday language, Samuel believes that no form of financial planning should ever be confusing. He is the published author of several books and special reports covering a wide range of subjects, from Social Security to mortgages, taxes, and annuities. He serves as a mentor and instructor to other investment, tax, and insurance professionals.
An MBA holder, Samuel also has earned the coveted advanced financial planning designation of Chartered Financial Consultant (ChFC) and the elite Enrolled Agent (EA) credential, issued by the IRS to professionals who demonstrate special competence in federal tax matters. He is also a Chartered Retirement Planning Counselor (CRPC), Chartered Mutual Fund Counselor (CMFC), Chartered Advisor for Senior Living (CASL), Chartered Life Underwriter (CLU), Certified Treasury Professional (CTP), and Certified Business Manager (CBM).
But Samuel offers more than just a wide array of scholarly credentials – he has integrity and understands the plight of investors in today’s economy. He takes a personal interest and listens closely to gain a thorough understanding of his clients’ situations so that he can work with them to explore the range of possibilities for their best outcome.
When he’s away from work, Samuel is an avid road cyclist and a devoted father who enjoys spending time with his daughter Amy and son Samuel II.
Complete this form and we will reach out to you shortly.
* all fields are required
Laser Wealth Management, LC is a registered investment adviser located in Kensington, Maryland. Laser Wealth Management, LC, may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, this website should never be construed as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Laser Wealth Management, LC, with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Laser Wealth Management, LC (IARD #188516), please contact the state securities regulators for those states in which we maintain a registration filing. A copy of our current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or from Laser Wealth Management, LC upon written request.
Laser Wealth Management, LC, does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Laser Wealth Management, LC, is not responsible for the security of information transmitted through any third-party applications.
No particular outcome is guaranteed. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial, tax, and/or legal professional before implementing any strategy. This website and information are not intended to provide personalized investment, tax, or legal advice.
Insurance products, tax, bookkeeping and associated services are offered and sold through Laser Wealth Management, LC, by an individually licensed and appointed insurance and Enrolled Agent.
Acceptance to participate in IRS e–file does not imply endorsement of software or quality of services provided. Our IRS representation privilege does not include Tax Court or criminal prosecution. Read and understand all program materials prior to an engagement.
© 2025 Laser Wealth Management, LC. All Rights Reserved