Sam Boyd

Senior Vice President at CAPITAL Asset Management Group | New Alexandria, Virginia, United States

About Sam Boyd

Sam Boyd, CFP®, serves as the Senior Vice President at CAPITAL Asset Management Group, where he leverages his extensive expertise in financial planning to guide clients through the complexities of wealth management. With a focus on customer relations and comprehensive financial strategies, Sam is dedicated to aggregating, analyzing, and implementing tailored financial solutions that align with each client's unique goals. His role encompasses a wide array of key projects, including retirement income strategies, college savings plans, and insurance planning, ensuring that clients are well-prepared for their financial futures.

At CAPITAL Asset Management Group, Sam is instrumental in developing and monitoring financial portfolios that reflect the diverse needs of clients. His proficiency in economic modeling and trust services allows him to provide insightful recommendations that optimize asset allocation and enhance long-term growth. Sam's commitment to ongoing education and staying abreast of industry trends ensures that he delivers informed advice, particularly in areas such as 401(k) rollovers and Roth IRA conversions.

As a seasoned financial planner, Sam's approach is rooted in building lasting relationships with clients, fostering trust, and empowering them to make informed decisions about their finances. His dedication to comprehensive wealth management not only helps clients achieve their immediate financial objectives but also positions them for sustained success in the future. With a strong foundation in financial advisory services, Sam Boyd continues to be a pivotal figure at CAPITAL Asset Management Group, guiding clients toward financial independence and security.

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