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Our History

Robert Oden and Brad Orvieto each previously worked for big investment and financial services firms, but felt the size of those companies often prevented the best possible client experience. In 1998, they decided to join forces and open Strategic Asset Management Group. With years of investment experience between them, Bob, an intelligent entrepreneur, and Brad, an analytical thinker, developed what we now call "boutique-style" wealth management.

Bob and Brad worked endlessly and learned constantly. They knew that understanding their clients' needs was the key to running a successful business. It was difficult to distinguish between Bob and Brad’s friends and clients; their friends became clients and their clients became friends. By limiting their client base and providing boutique-style wealth management, Bob and Brad were finally able to focus on clients' individual goals.

With great sadness, Brad passed away in July 2013. His experience and leadership helped create SAM Group and made it into the successful firm it continues to be today. We were fortunate to have Brad's son, Brett Orvieto, join as Partner of SAM Group. His investment experience at Morgan Stanley in New York City has been a key advantage as we move our firm forward in this complex financial world. Bob and Brett are excited for our future and look forward to continuing to build strong relationships with our clients.