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Experience the best of Monterey at Surfside Apartments!

Samara Capital is a wealth management firm built on the principles of personalized guidance, collaboration, and lasting relationships. We partner with clients to define their financial goals and strategically build a roadmap to achieve them.

Our Vision

Our vision is to empower clients to navigate the complexities of wealth and confidently pursue their aspirations. We believe in a holistic approach that considers every aspect of your financial life - from investments to estate planning, retirement planning, and beyond.

Our Values

  • Client-centricity: Your success is our success. We prioritize understanding your unique needs and aspirations.
  • Transparency: We believe in open communication and clear explanations throughout the process.
  • Integrity: We uphold the highest ethical standards and act in your best interests.
  • Collaboration: We work alongside you and other professionals to ensure comprehensive solutions.

Wealth Planning & Investment Management

  • Goal-driven portfolio construction
  • Comprehensive risk management
  • Regular performance review and optimization

Retirement Planning

  • Comprehensive plan development
  • Contribution strategies
  • Withdrawal planning

Estate & Legacy Planning

  • Review and updating of estate documents
  • Trust establishment
  • Retirement distribution analysis

Financial Consulting

  • Financial analysis and planning
  • Business succession planning
  • Insurance review and strategy

About the Founders

Tasha Mauss, MBA

Tasha's passion for finance stems from her desire to empower individuals to achieve financial stability and pursue their dreams. Her extensive experience in wealth management and financial planning has been honed over a decade of working with clients from diverse backgrounds.

Mike Kaiser, CFA

Mike's analytical mindset and meticulous attention to detail are invaluable assets to the team. His deep understanding of financial markets and investment strategies ensures that clients' portfolios are tailored to their individual needs and goals.

Our Approach

We believe in a collaborative and personalized approach to wealth management. We take the time to understand your unique financial goals, risk tolerance, and lifestyle aspirations. We then work together to establish clear financial strategies and execute them with precision and care.

Let's partner together to enhance your financial wellbeing and achieve your financial goals. Contact us to schedule a consultation and discover the difference Samara Capital can make in your financial life.
Reviews (14)
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Negative: The reviewers have expressed numerous negative comments regarding Samara Pro and Samara Capital, warning others about fraudulent activities and urging caution.

Warning: Scams and Fraudulent Activities

Several reviewers have shared their concerns and warned others about potential scams and fraudulent activities related to Samara Pro application and Samara Capital. The majority of the reviews are negative, with numerous reviewers claiming that Samara Pro is a fake trading platform and that Samara Capital is involved in fraudulent activities.

Reviews

The reviews highlight that some users have fallen victim to these scams and are now warning others to be cautious. The reviewers claim that Samara Pro is a group of frauds conducting fake trading, and that the company is using the name of Samara Capital to deceive people.

Frequent Themes

Several themes emerge from these reviews, including:

  • Fraudulent activities: The reviewers claim that Samara Pro is a fake trading platform and that Samara Capital is involved in fraudulent activities.
  • Warning signs: The reviewers warn others to be cautious and not to invest with Samara Pro or Samara Capital.
  • Lack of trust: The reviewers express a lack of trust in Samara Pro and Samara Capital, citing their fraudulent activities as the reason.