Samantha is an advisor to high-net-worth individuals and families, working to help them simplify financial complexity, preserve wealth, and achieve lasting goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®),Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFAA), she brings a deep skillset in estate planning, tax strategy, business succession, and investment management, she brings a deep skillset in estate planning, tax strategy, business succession, and investment management. With a bachelor’s degree in finance from the University of Pittsburgh and a background that includes advisory roles at Raymond James and Goldman Sachs, Samantha developed a strategic ap

Samantha Spitzer Sheetz
Director of Wealth Planning and Wealth Consultant
Waldron Private Wealth
United States, Pennsylvania, Oakdale
About Me
Profile Information
Director of Wealth Planning and Wealth Consultant
Waldron Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Oakdale
Pennsylvania
United States
Jul 8, 2025
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