Sameer S. Sarmast

Senior Vice President, ESG Investments
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Sameer S. Sarmast
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
Corporate Executives
Entrepreneurs & Small Business Owners
Healthcare Professionals
Multi-Generational Families
Pre-Retirees
Retirees
Tech Professionals
Athletes
Entertainers
areas of Expertise
Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning
Tuition Planning
Non-Profits and Endowments
qualifications
FINRA Series 7, 63, 65, and 66
Certificate in Financial Planning, New York University
Fluent in Urdu and Hindi
Locations served
Based in New York, NY & Palm Beach, FL
Serving Clients Nationwide
Meet the
team
about
Sameer S. Sarmast

Sameer S. Sarmast is a Senior Vice President at Farther and a founding member of Farther Edge, the firm’s elite Sports & Entertainment division. With over 20 years of experience in Private Wealth Management, Sameer specializes in advising professional athletes, entertainers, medical professionals, executives, and multigenerational families on the complexities of building, preserving, and transferring wealth.

His advisory approach combines institutional-grade investment strategy with the personalized attention of a modern family office. Sameer is highly regarded for his expertise in ESG and Halal-focused investment strategies, helping clients align their financial decisions with their values. He works seamlessly alongside agents, attorneys, and business managers to ensure every aspect of a client’s financial ecosystem is managed with precision, discretion, and long-term vision.

Before joining Farther, Sameer founded the Wealth Management Group at Saturna Capital and spent more than a decade as a Vice President and Private Client Advisor at J.P. Morgan. He holds a Bachelor of Science in Finance with a concentration in Management Information Systems from Rutgers Business School, and a Certificate in Financial Planning from New York University. He also completed his Master of Science and was inducted into the Sigma Epsilon Rho Honor Society at Northeastern University.

Sameer is also a frequent speaker at universities, conferences, and community events, where he focuses on financial literacy and values-based wealth building, empowering audiences to make informed, purpose-driven financial decisions.

Sameer is actively engaged in charitable work benefiting youth programs, community initiatives, and global humanitarian causes. He lives between New Jersey and South Florida and enjoys traveling, exploring new cuisines, and staying active with fitness, golf, and basketball.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Jan 29, 2026