We believe wealth management services shouldn’t be siloed, which is why our team of advisors takes an integrated approach to managing your money—and helping you achieve your end game.

SBK Financial maintains:

  • You need a financial plan before you make investment decisions.
  • Your portfolio recommendations should be geared toward your goals.
  • You need to know what the possible tax implications are in the future on the financial course you set now.

That’s why we offer a range of services, including financial planning, investment management and tax strategies.

Financial Planning

Your first visit with SBK might not be what you expect. We take time to get to know you and your family. We’ll have a lot of thoughtful conversations, and ask plenty of questions, because we need a full picture to create your financial plan.

We believe you deserve a high standard of care, and that’s what we strive to deliver. Our advisors are fiduciaries who offer advice with your best interest in mind. Client relationships are the core of our existence: We listen, discuss, advise and start the wheels in motion to help you meet your goals, and help you achieve peace of mind.

Investment Management

Making investment decisions can be challenging. People struggle to separate emotions from the process. SBK helps clients maintain a disciplined approach to investing through market ups and downs.

We construct a diversified portfolio designed to meet your individual needs and risk tolerance. We monitor the portfolio, communicate along the way and calibrate as needs change; all while seeking to maximize after-tax returns.

We don’t sell products, earn commissions or take kickbacks, so there’s never a hidden agenda—just advice tailored to you.

Tax Strategies

Not every wealth management group incorporates strategic tax planning as part of its core offering. SBK tax professionals are integral members of your advisory team.

With years of experience at Ernst & Young and other leading firms, our CPAs understand how taxes work from the inside out.

They work closely with you and other members of the SBK Financial team to evaluate your portfolio, watch what’s happening with the tax code and strive to reduce liability throughout the year (not just on April 15).

Your Team

Professionals representing each wealth management service described above support you throughout your relationship with SBK.

Senior Wealth Advisor
Associate Wealth Advisor
Senior Tax Advisor
Associate Tax Advisor
Customer Service Administrator