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SB Wealth Strategies

949.701.4455

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At SB Wealth Strategies, our mission is to help our clients and their family attain financial peace of mind. We strive to make their financial life easier, thereby allowing them to pursue other interests. We do this by providing sound investment direction, offering emotional support during periods of market volatility and identifying sensible investment strategies to help our clients achieve their financial objectives.

Our corporate office is located inside the Mission Heritage Center at 27401 Los Altos, Suite 100, Mission Viejo, CA 92691. (Corner of Crown Valley and Los Altos, across from Mission Hospital)

We focus on assisting clients with a wide range of services including:

  • Retirement Planning and Wealth Accumulation
  • Retirement Income and Wealth Preservation
  • Tax Strategies for Business Owners
  • Life Event Planning – College, Life Insurance, Estate

We work with each client individually, identifying their specific goals and objectives and developing a plan that is right for them. To us, it is more than just investing.

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