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Sam Howard

Wealth Management Adviser

Sam is a Wealth Management Adviser at JBWere with more than two decades of experience in wealth management, having advised clients since 1998 and remained with the firm through its evolution to JBWere. His career is defined by a strong focus on trust, long-term relationships, and disciplined financial stewardship.

He works closely with individuals, families, and charitable trusts, often at pivotal moments such as the sale of a business, an inheritance, or other major transitions. At these points, the focus moves beyond immediate financial decisions to shaping the long-term direction of wealth. Sam develops broad, diversified investment strategies designed to endure across market cycles, grounded not only in financial considerations but in a clear understanding of the goals, values, and outcomes his clients want their capital to support over time.

Sam takes a holistic approach to wealth, extending beyond investment selection to encompass governance, succession, and intergenerational outcomes. His governance experience, including roles as Chair of the CatWalk Trust, Deputy Chair of the Hereworth School Board of Trustees, and Trustee of the Hawke’s Bay Foundation, reinforces his commitment to prudent decision-making and careful long-term stewardship of capital.

 

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