Samantha Sachs

Director of Tax Services at Bay Point Wealth

Samantha Sachs is the Director of Tax Services at Bay Point Wealth. Samantha has over 18 years of experience in the financial industry, including working as a financial advisor and bookkeeper.

Samantha started their career in 2002 as a bookkeeper for L.A. Sachs & Associates. In 2007, they transitioned to working as an Associate Wealth Advisor for RSM McGladrey. In this role, they provided tax and financial planning services to individuals and businesses.

In 2010, Samantha left RSM McGladrey to start their own business, Sail Safaris. Sail Safaris is a sailing and snorkeling tour company based in Cruz Bay, St. John. The company offers tours of the Virgin Islands National Park and is a member of the Friends of the park. Sail Safaris has been recommended by top travel publications such as Spirit Airlines, Fodor's travel guides, Conde Nast Traveller, and TripAdvisor.

In 2013, Samantha left Sail Safaris to join JSK Financial as a financial advisor. Samantha worked with clients to provide them with comprehensive financial planning services. In 2020, they joined Bay Point Wealth as the Director of Tax Services.

Samantha Sachs has a masters in business administration from Mount St. Mary's University and a bachelor of science in accounting from the same school.

Samantha Sachs works with Jake Sadler - Financial Advisor, Zach Frank - Associate Advisor, and Chad Whitzel - Associate Advisor. Their manager is Jim Kantowski, CIO. A direct report to Samantha Sachs is and Teresa Guzman - Tax Specialist.

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  • Director of Tax Services

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