Creative. Insightful. Approachable.

(in other words, not your typical financial advisors.)

A young girl pets her dog

Welcome to SBK, a different type of wealth management firm. When you come in for a chat, you won't see big mahogany desks. You won't be stuck in a waiting room with dozens of other clients, or feel like you have to whisper.

Instead, you'll be greeted by someone who wants to get to know you, your family and your finances personally. You'll be encouraged to tell us exactly what you want to accomplish today and in the future. And through it all, you will find we listen a lot more than we talk.

Whether you want to build a financial legacy for your family, protect your assets, expand your wealth or simply save for a dream, you've come to the right place.

Pull up a chair.