Sam Heroux, a Financial Advisor within the SC&H Wealth Management team, joined the firm in 2015. Sam works with individuals and families to help navigate their tax, retirement, insurance, education, and investment needs.
With years of tax compliance experience, Sam works with high-net-worth individuals on tax return preparation and numerous tax planning areas, including investment income planning and reporting, tax-efficient retirement withdrawal strategies, cryptocurrency, rental real estate planning, and charitable giving strategies. He believes that his combined specialization in personal financial planning and tax helps best serve his clients holistically.
With a strong foundation in tax planning, Sam works alongside SC&H advisors to help clients develop financial plans and portfolios tailored specifically to their goals and objectives. He believes that developing strategies to minimize taxes is a critical component of building wealth.
He is focused on providing exceptional service by getting to know each person on an individual level and treating their situation as if it were his own. Sam attributes his success to ambition and attention to detail, with a personal service philosophy of treating everyone with respect.
Sam is a graduate of Towson University’s College of Business and Economics where he earned a B.S. in Accounting. Outside of the office, he loves to work on his golf game whenever he can and enjoys spending time with his family and friends.
Back to Leadership Directory