About Us
Samantha has worked in the wealth management industry for more than 20 years. The Sykes Wealth Management Team has supported clients through different stages of life. Our purpose is to enrich lives, showing that wealth is more than money.
We operate at the highest professional standards by default.
We hold ourselves to lofty expectations for integrity, client service, investment knowledge and innovative thinking.
We’re nimble, straightforward, highly educated and approachable.
We invest based on needs and suitability, not how much it pays us.
We pair planning, connection and investing.
We get to know what’s most important to our clients, what their goals are and what they want to leave behind. We address what matters most with the wide array of strategies and solutions available.
We partner with clients for life, thinking about more than just tomorrow and those in front of us. We think about future generations.
Who We Work With
Intergenerational Wealth Management
Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
Creative Talent
Specializing in helping creative entrepreneurs with their financial picture at every stage.
High Net Worth Women
Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.
