Steven Joshua Samuel is Of Counsel to Samuel Sayward & Baler LLC and the founder of the firm. Steve has been a practicing attorney in Massachusetts since 1977. He is a trusted advisor and fiduciary to many families, helping his clients improve their decision-making on a wide range of estate planning, personal, family and business issues.
From 1995-2002, Steve created and managed a national network of estate planning attorneys that successfully delivered comprehensive estate planning and financial services to several thousand families in cooperation with a major national financial services firm. From 2003-2020, Steve established and managed Samuel Financial LLC, a wealth management firm serving more than 300 families and 60 businesses.
Steve holds a J.D. and MBA from Columbia University. He serves on a variety of Boards, including the Foundation on Economic Trends and the Jewish Alliance for Law and Social Action Advisory Board.
