You've built wealth.
Don't forget what it's for.
We see the same patterns…
Accumulating RSUs, deferred comp and 401(k) without a clear picture of how it converts to income when the paychecks stop.
The 4% rule. Never spend principal. Keep multiple years of expenses in cash. Following these as immutable laws of personal finance, even though none of them were written for your situation.
Tax loss harvesting. Asset location. Roth conversions. Retirement withdrawal sequencing. Treating taxes as a fixed expense rather than a planning opportunity.
Knowing you’ve built real wealth, but lacking a framework that tells your brain it’s okay to use it.
None of these are money problems. They're permission problems.
For nearly two decades, Jamie advised senior executives and retirees at firms like Moody’s, Lazard and Warner Bros. Discovery. For someone who now talks a lot about intentionality, his own career was a random walk for many of those years. Having a family changed that. Watching how fast his kids were growing made him a lot more deliberate about how he spent his time. Sum Zero Wealth is what he built once he found that purpose.
If you need some inspiration to find your own intentionality, ask him for a copy of Die With Zero. The reactions from clients who’ve read it make him happy he sent it. He’d love to send you a copy too — just ask!
Jamie received an AB from Bowdoin College and an MBA from the University of Virginia Darden School of Business.
Originally from the Washington, D.C. area, Jamie spent much of his adult life in New York City before settling in St. Petersburg, Florida with his wife and two children. Outside of work, he plays ice hockey and lifts weights to keep up with his kids.
Sameer spent over two decades at Fidelity advising senior executives at firms like Ernst & Young and Credit Suisse navigating complex equity situations and more wealth than they’d planned for. He always came back to the same question: what is this wealth actually for?
Eventually those same questions turned inward. What was he working for? Raised by immigrant parents who sacrificed to give him stability, Sameer understood the value of the safer path. He heard that message clearly. He just never fully believed it was his. So he bet on himself — and co-founded Sum Zero Wealth.
Sameer received a BA in Finance from Michigan State University.
After spending most of his career in New York and Boston, Sameer now lives in Dallas, Texas with his wife. Outside of work you’ll find him on the tennis court, exploring a new trail or somewhere new in the world.
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