Enjoy
the view
While we take care of the rest.
Enjoy the view
while we take care
of the rest.
Connect with Us
About Us
Who We Are
We're more than just a financial firm.
At SBW Wealth Management, we believe financial planning is about more than just numbers. It’s about creating a life of security, independence, and fulfillment. With extensive experience and an evidence-based approach, we are dedicated to crafting strategies that align with your values, lifestyle, and long-term goals.

Our approach is comprehensive and deeply personal. We understand that each client’s journey is unique, so we take the time to truly listen and get to know your goals, values, and aspirations. With this understanding, we develop tailored strategies that address every aspect of your financial world, from investments and retirement planning to insurance, estate planning, and beyond.

Our philosophy centers on a holistic approach where every financial decision supports a broader vision for your life. We aim to empower you with clarity and confidence through thoughtful, values-driven planning. We want to ensure that your finances reflect what matters most to you. Our forward-thinking team is committed to building enduring relationships and continually seeks ways to enhance the client experience by providing exceptional client service and personalized guidance at every stage.

We are your partners in designing a balanced and intentional life.
Connect with Us
Our Services
Areas of Expertise
Our partnership with Quintessence Wealth offers access to a premier investment platform tailored to achieve your ambitions and goals. With a wide selection of financial products, we can meet the complex needs of high-net-worth individuals and families in today’s dynamic economic landscape.

Managing investments requires a personalized approach, so your Q Wealth Portfolio Manager will take the time to understand your unique circumstances, aspirations, and challenges. We will design an investment plan that integrates your goals, objectives, risk tolerance, income requirements, and tax considerations.

The experienced and registered portfolio management team at Quintessence Wealth then builds and manages a portfolio aligned with your vision for the future. To ensure the safety of your money, we use a third-party custodian recognized as a leader in safeguarding assets. This approach gives you the confidence that your investments are carefully managed and independently protected.
Connect with Us
At SBW Wealth Management, we understand the unique complexities of being a business owner. We provide comprehensive financial planning designed to simplify your financial life and bring clarity and direction to you and your family.

Our team offers unbiased, expert guidance across essential areas such as financial and estate planning, governance, and business succession. With a deep understanding of family enterprise dynamics, we are here to support your journey with solutions that protect and build upon what you’ve worked so hard to achieve. We collaborate closely with your professional advisors to ensure every aspect of your plan aligns with your vision and values, helping you secure a lasting legacy.
Connect with Us
At SBW Wealth Management, financial planning is at the heart of what we do. We believe that a well-crafted financial plan is the foundation for achieving security, freedom, and purpose in life.

Our approach centers on understanding your unique situation and aspirations so that we can create a roadmap that genuinely reflects who you are and what you want to achieve.

Our planning process is comprehensive and tailored to your needs. We begin by listening—getting to know you, your family, and your goals. From there, we develop a customized plan that considers every aspect of your financial life, including cash flow, tax strategies, investment alignment, risk management, and estate planning. We also recognize that life is ever-changing, so we provide ongoing guidance and adjustments to align your plan with your evolving circumstances.

As a valued client of SBW, you will benefit from our evidence-based approach and our dedicated team, which is here to support you at every stage. We know that financial planning is more than charts and numbers; it’s about empowering you to live confidently, knowing that every decision supports a broader vision for your life and legacy.

Whether you’re focused on building wealth, preparing for retirement, or securing a legacy for future generations, SBW Wealth Management is your trusted partner on the journey. Let us help you create a financial plan that brings clarity to your future and peace of mind today.
Connect with Us
At SBW Wealth Management, we understand that a well-structured estate plan is essential for preserving what matters most—your legacy, your loved ones, and the life you’ve built. Our insurance and estate planning services are designed to bring clarity and confidence to this critical part of your financial journey, ensuring that your wealth is protected and your values are carried forward.

Our approach is comprehensive and deeply personalized. We begin by understanding your family dynamics, financial goals, and long-term vision so we can tailor solutions that reflect your unique priorities. From protecting your assets through strategic insurance solutions to creating a clear, effective estate plan, we are here to help you secure your legacy with foresight and care.

Our experienced team collaborates with your legal and tax advisors to address the complexities of wealth transfer, succession planning, and tax efficiency. Together, we work to simplify the process so you can focus on what matters most, knowing that your plan is designed with precision and aligned with your goals.With SBW Wealth Management, insurance and estate planning is more than a financial safeguard—it’s a way to provide for future generations and create a meaningful legacy. Let us guide you through the process of protecting what you’ve built so that you can live with peace of mind today and confidence in the future.
Connect with Us
Our Team
Highly Skilled And
Dedicated Professionals
ANDREW MACKINNON
Managing Partner and Wealth Advisor
KENNETH MACQUEEN
Managing Partner and Associate Portfolio Manager
ROGER SINCLAIR
Wealth Advisor
CHERYL PARASKEVOPOULOS
Business Service Specialist
Jessica McKay
Wealth Support Associate
JIM HORWICH
Wealth Advisor
CHRIS HEAMAN
Portfolio Manager, Quintessence Wealth
CATHERINE DORNA
Chief Compliance Officer, Quintessence Wealth
Latest Insights
The SBW Blog
The Innovator Who Changed Finance: A Tribute to John “Mac” McQuown
January 8, 2025
The financial world has lost one of its quiet pioneers, Mac McQuown, whose passing marks the end of an era for many of us who have built our careers on the foundations he laid.
Read More
Stay Connected
Subscribe to our newsletter
Thank you! Your submission has been received!
Thank you! Your submission has been received!

Become a Client!

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Close