About the Author
Samuel Deane, @samueldeane
Founder, Deane Wealth Management
Samuel Deane is a financial planner and founder of Deane Wealth Management, an independent investment advisory firm for tech employees. After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. His expertise allows him to help clients pay less in taxes, take sabbaticals, pay off debt, and become financially independent. Samuel has worked with clients from well-known companies like Google, Meta, Spotify, Airbnb, and more. He's also been featured in top media outlets and recognized by Investopedia, Business Insider, Financial Advisor Magazine, and more.
Articles from this author
Financial Advisors —5 min read
Financial Advisor Case Study: Deane Wealth Management
Financial Advisors —4 min read
Common Estate Planning Questions From Clients
Financial Advisors —4 min read
Top 10 Common Misconceptions Clients Have About Estate Planning
Estate Planning —4 min read
Why Financial Planning Firms Should Offer Estate Planning To Their Clients
Financial Advisors —3 min read
How To Implement Estate Planning Into Your Financial Planning Process
Financial Advisors —3 min read
The Rise of Life Planning: How to Have Meaningful Conversations
Estate Planning —4 min read
The Role of Millennials and Gen Z in Shaping the Great Wealth Transfer
Financial Advisors —4 min read
How to Use Trust & Will’s Advisor Platform Features
Financial Advisors —5 min read
What is Trust & Will Attorney Support