The financial planning industry is shifting as a growing number of firms are embracing a deeper connection between financial planning and meaningful living. This emerging perspective redefines traditional narratives around wealth accumulation, suggesting a more holistic approach to financial strategy.
![Roger Sinclair, receives the Distinguished Alumni Award](https://6m9671.p3cdn1.secureserver.net/wp-content/uploads/2023/10/i-RbQmQ8m-X3.jpg?time=1722037115)
Congratulations to our very own Roger Sinclair! Roger was selected by the UPEI Alumni Association Board for a Distinguished Alumni Award in recognition of his career achievements and his many
![SBW Wealth Management attends Future Proof: A Recap of the World’s Largest Wealth Conference](https://6m9671.p3cdn1.secureserver.net/wp-content/uploads/2023/10/Screenshot-2023-10-12-at-11.01.28-AM.png?time=1722037115)
This year's Future Proof conference was a convergence of culture, technology, and, of course, money, it represented the best of what the world of wealth management has to offer.
![Welcome to the SBW Wealth Management Blog & News Section](https://6m9671.p3cdn1.secureserver.net/wp-content/uploads/2021/04/team-hires-scaled.jpg?time=1722037115)
Whether you stumbled onto this website by simple chance or coming here was an intentional decision, we warmly welcome you to the SBW Wealth Management Blog, and we thank-you for the visit.