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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 leverage the talents of our successful professionals and serve as one point of contact for you and your family.

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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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