SBK is a wealth advisory partner offering holistic, independent and objective wealth management services. Our integrated approach saves you time and adds value.

Financial Planning

Thorough and ongoing evaluation of your current and future situations to help you meet goals.

Investment Management

Professional management of your investment portfolio to help you make the most of your assets.

Tax Strategies

Identification and maximization of tax benefits to help you keep your money where it belongs—with you.

How Do We Do It?

  • How do we help you prioritize your most important goals?
  • How do our tax, investment & advisory professionals work together for your benefit?
  • How are you kept informed and updated?
  • How do we meet changing needs long-term?

ANSWERS HERE

Our values are reflected in everything we do

Commitment We recognize the importance of our relationships with clients, the community and each other, and we’re committed to keeping them strong. Collaboration We're a strong team of tax and investment professionals working together and closely with clients, to provide excellent service. Clarity Clients appreciate our ability to understand their goals completely, communicate clearly and demonstrate transparency in all we do. Consideration We believe in conducting our business according to the golden rule, with fairness, mutual respect and appreciation of all involved. Client-Centered Taking care and concern for client’s needs, wishes and fears—and having a whatever-it-takes attitude—is part of our DNA.

It’s Always Tax Time

At SBK, tax is far from an add-on service. It’s an integral offering. We bring tax ideas to the table throughout the year.

Adherence to our core values is not a guarantee of client satisfaction or any particular outcome. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of SBK Financial, Inc.’s (“SBK’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Holistic or comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to SBK, but may not consider literally all aspects of a client’s financial affairs. SBK will rely upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. All investing comes with risk, including risk of loss. SBK is not a certified public accounting firm, however, certain existing clients can also engage SBK under a separate agreement for tax preparation