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?
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.