Specializing in Retirees, Pre-Retirees, First-Generation Wealth, and Entrepreneurs
With over a decade of experience in financial services, Sam Snow specializes in guiding retirees, pre-retirees, first-generation wealth creators, and entrepreneurs through investment strategy, portfolio construction, and long-term financial planning. Holding the Certified Investment Management Analyst (CIMA) designation, Sam brings a deep understanding of portfolio due diligence and risk management to help his clients build, preserve, and transition their wealth with confidence.
Before joining Voyager, Sam spent 11 years at JPMorgan, where he partnered with 200 of the most successful financial advisory teams in the Rocky Mountain region. His role focused on delivering economic and market insights, advising on portfolio construction, and providing practice management solutions. Prior to JPMorgan, he gained valuable experience at Merrill Lynch and the Bank of New York, developing a keen understanding of hedge fund trading, internal wholesaling, and institutional asset management.
A natural leader, Sam’s drive and discipline were evident early on. He attended Fairfield University on a lacrosse scholarship, was voted team captain, and later played professional lacrosse for the Denver Outlaws and Florida Launch. Originally from Bainbridge Island, WA, he now calls Utah home, where he enjoys skiing, golfing, and training for his next Hyrox competition.
Sam and his wife, Paige, married in Jackson Hole and are proud parents to their daughter, Sadie, with a second child on the way. Their family also includes Russell, a spirited Labrador who keeps them on their toes. A lifelong Seattle Seahawks fan and self-proclaimed foodie, Sam embraces life with curiosity, energy, and an adventurous spirit—values he brings to his work with clients every day.
Who Sam Works With:
- Retirees and pre-retirees planning for financial security and legacy
- First-generation wealth creators navigating new financial opportunities
- Attorneys, financial services professionals, and entrepreneurs seeking strategic guidance
Ready to begin a conversation about your financial future?
