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Who We Are

Who We Are

Bringing Clarity to the Planning Process

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 investment and planning ideas nimbly and efficiently. We take great pride in our team of highly skilled and dedicated professionals that allow us to provide the breadth of wealth management services that clients desire – including investment management, financial planning and tax & estate planning.

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Years in the Community
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Combined Years of Experience
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Families Served

We work with clients to understand their goals, values, and vision.

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.

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