A Smarter Way to Manage Wealth

When Stansberry Asset Management (SAM) opened its doors in 2016, the goal wasn’t to become just another wealth management firm. Instead, the founders set out to serve a specific type of investor—individuals who had successfully managed their own portfolios for years but were ready to step away from the day-to-day responsibilities without sacrificing the active, research-driven approach they valued. These self-directed investors weren’t interested in cookie-cutter portfolios or generic models. They wanted a partner who thought strategically, acted independently, and invested with conviction. 

What began as a pure asset management firm has since grown into something far more comprehensive. Nearly a decade later, SAM is a thriving national firm managing more than $1.3 billion in assets with over 40 employees across five U.S. offices. Its headquarters now calls Westlake home, where a local team of 10 professionals serves clients while remaining closely connected to the community. 

Built for Investors Who Think Differently 

At the core of SAM’s philosophy is its belief that clients are best served when both their investment strategy and their wealth management are purpose driven and aligned to their individual goals. That’s why they marry informed, active, sophisticated investment management with holistic financial and wealth planning. While many firms specialize in one or the other, SAM intentionally integrates both into a unified approach centered on each client’s goals. 

Active portfolio management and comprehensive financial planning are not add-on services. Both are integrated into the firm’s core offering, reflecting its belief that clients deserve a coordinated strategy rather than fragmented advice. 

SAM’s investment team offers ten distinct portfolios designed to protect wealth, generate income, pursue growth, or achieve a combination of these objectives. Each strategy typically includes 30 to 40 carefully selected stocks. Rather than relying on mutual funds, which they believe miss the mark, the team handpicks investments and actively adjusts strategies as markets evolve. 

Where Strategy and Life Planning Come Together 

SAM doesn’t stop at portfolio construction and investment management. Every client receives a designated wealth manager and a comprehensive financial plan, provided at no additional cost. That plan dives deep into estate planning, tax strategies, retirement planning, charitable giving guidance, cash flow analysis, business succession planning, and risk management.  

For accredited investors, alternative investment funds also offer access to private market opportunities beyond traditional public investments. 

The result is a holistic framework designed to help clients grow and protect what matters most at every stage of life. 

A Fiduciary with Skin in the Game 

As a fiduciary, SAM operates with transparency and a legal obligation to place clients’ interests first. But the firm takes alignment one step further: members of the investment team often invest their own money in the same strategies offered to clients, paying the same fees and sharing directly in the outcomes. It’s a philosophy rooted in accountability and confidence in the work they do. 

More Than Managing Portfolios 

While many clients are retirees, professionals, business owners, and multi-generational families, SAM also works with businesses, institutions, churches, and other organizations. What each of these entities have in common is a desire for something different: an advisor who thinks outside the box, believes in active management, and builds portfolios aligned with the client’s goals—not a generic model. 

For the team, the most rewarding part of their work isn’t performance charts—it’s helping clients achieve meaningful milestones. Whether preparing for retirement, supporting charitable causes, or building a legacy for future generations, the focus remains on helping families protect what matters most. 

A Local Firm with a Long-Term Vision 

For SAM, being part of the community goes far beyond office space. With its headquarters located in Westlake, the firm is committed to building meaningful local relationships and staying connected to the families and organizations that make the town special. Though SAM continues to expand nationwide, it remains a family-oriented firm at heart, focused on personal relationships, long-term trust, and serving Westlake residents with care and intention. 

In a world where financial advice can sometimes feel impersonal or transactional, Stansberry Asset Management is building something different: a firm that combines active expertise with holistic planning while remaining deeply invested in the success of the community it proudly calls home. 

Stansberry Asset Management 

1600 Solana Blvd. Ste 8100 Westlake, TX 76262 

Phone: 646-854-4370 

Website: stansberryam.com 

Email: info@stansberryam.com 

Published on Stroll Magazine Westlake in April 2026 Edition.