As an independent, privately-owned firm, SBW Wealth Management delivers objective wealth management advice. Serving a limited number of families and businesses with complex financial needs, we can execute planning ideas nimbly and efficiently. We leverage the talents of our successful professionals and serve as one point of contact for you and your family.
SBW believes firmly in planning for legacy – for what will exist beyond ourselves – and that’s the reason that the firm and its team are so active in the community.
