Insurance & Estate Planning

Insurance & Estate Planning

At SBW, we work with our clients to not only build wealth but protect it as well.

You have worked hard to build your wealth and you will want to implement planning to ensure that your surviving loved ones are provided for and your wishes are followed in the most efficient way possible.

Wealth management is more than rates of returns. It combines the moving parts of your financial life for maximum benefit – a bigger picture approach that considers your personal mix of investments, taxes, estate, insurance, and legacy.

For many of our clients, creating a legacy and giving back to those who need help is a key planning priority. SBW believes firmly in planning for legacy, for what will exist beyond ourselves.

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