Samuel F Hovey
Servicing families with their financial security needs for the past 30 years through my professional relationship with Northwestern Mutual and Northwestern Mutual Investment Services.
My focus is helping clients with tax efficient insurance tools that help manage market risk, longevity risk, healthcare risk and estate planning. Sam's insurance and wealth management practice is based in Denver but includes clients nationwide.
Sam enjoys playing golf, tennis, pickleball, platform tennis, squash, lacrosse, sailing, collecting art, and spending time with his family ~ Romi and his two son's Grayson & Landon in Denver, CO / Chatham, MA.
Years of Experience
Northwestern Mutual / Northwestern Mutual Investment Services since 1989
Education
- Westminster School, Simsbury, CT.
- St. Lawrence University 1987
Philanthropy
Team Crus11tour
Annual participant on Team Crus11tour riding the Pan Mass Challenge raising funds for the continued fight against ALL cancer(s) with proceeds going to Dana Farber Cancer Insititute.
Charitable Interests
As part of Northwestern Mutual, I'm proud to help accelerate the search for better cancer treatments while being a part of Team Crus11tour ~ riding to eradicate ALL Cancer.
Pan Mass Challenge
Rider on Team Crus11tour for the Pan Mass Challenge ~ the country's largest sporting fundraiser event for Cancer. Fundraising benefits Dana Farber Cancer Institute.
Areas of Expertise - Insurance & Wealth Management
Financial Planning
Insurance Protection Strategies
Long-Term Care Planning
Education Planning & Funding
Investment Planning & Strategies
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
