Deliberate planning for personalized strategies
Our focus
The foundational stone of the Sheresky-Samsen Group is client relationships. We understand that a relationship cannot develop without trust, and we know that trust is earned. Through careful and deliberate conversations, we aim to tailor a strategy for you no matter your circumstance. Whether you are moving from an existing advisor, experiencing a divorce or planning an exit from a business—our goal is to set forth a plan that fits your specific needs. Every situation is unique, and our industry experience allows us to better carry out portfolio management, tax-considerate investment strategies, financial planning and exit planning. This year, we are proud to be recognized by Forbes on their 2026 list of Best-In-State Wealth Management Teams.
Background
Steve and Jeff Sheresky worked for Revlon prior to building their own company. They founded Essenje (S&J) Cosmetics, which they grew from a startup into a business that sold products to large chain drugstores throughout the United States. Ready to embark on a new journey, they successfully exited and began their careers in wealth management at Bear Stearns, where they remained for the next 25 years. They operated their investment advisory business and Steve also ran the wealth management group in New York, overseeing 300 financial advisors. They partnered with Jeff Samsen to form the Sheresky-Samsen Group. Jeff brings experience in tax-considerate investing as well as alternative investments. Kenny Sheresky joined the family team in 2016 and his primary focus is to spearhead initiatives across complex financial transitions such as exit planning, retirement planning, divorce and death of a spouse.
Contact us today to learn more.
