Solutions for Individuals and Families
SB Wealth has a legacy of helping individuals address their needs in pursuit of their financial goals. We begin by gaining a thorough understanding of your goals and objectives. Next we create and implement seamless, long-term strategies to pursue those goals. We provide careful due diligence of investment options, collaborate with specialty investment managers and continually monitor your portfolio. Finally, this attention to detail is backed by ongoing one-on-one service from your personal wealth coach.
"Our clients have empowered us to do what is right and suitable for them and in turn, it is our job to strive to exceed their expectations."
Learn more about our solutions for Individuals and Families:
- Professional Investment and Portfolio Management
- Specific Needs Planning
- College Planning
- Retirement and Financial Planning Services
- Risk Management Services
PROFESSIONAL INVESTMENT AND PORTFOLIO MANAGEMENT
Utilizing our Signature Investment Platform and our Tactical Asset Allocation Investment Philosophy, we will implement an Institutional Investment approach for your portfolio. We can do so under any one or combination of account types including:
- Traditional IRA
- Roth IRA
- Roll-over IRA
- 401k Roll-over
- SEP IRA
- Cash/Taxable Account
- Trust Accounts
Curious how your investments match up? Allow us to complete a complimentary portfolio review and we will benchmark your investments to our current positions.
SPECIFIC NEEDS PLANNING
At SB Wealth, we will develop a custom strategy that meets your specific needs. Whether you need a portfolio to generate income, fund a charity or for a specific tax situation, we will work with you to find a strategy that works.
- Retirement “Execution” Portfolio (Income Generation, Capital Preservation, Inflation Protection)
- Estate Planning
- Tax Strategies
- Trust Services
COLLEGE PLANNING
Paying for college is a top priority for most families. Let us help you develop a strategy for addressing this goal. We will help you navigate through the wide array of savings alternatives and help you identify a solution that is right for you and your children.
- 529 plan
- UGMA / UTMA (Custodial Account)
RETIREMENT AND FINANCIAL PLANNING SERVICES
Planning for retirement can be somewhat overwhelming. At SB Wealth, we specialize is helping families develop a specific financial plan to pursue their retirement goals and objectives. Creating a Financial Plan typically involves a one on one consultation with one of our Investment Advisor's. During the consultation, we will go through a detailed questionnaire that asks detail about you current financial situation, investments, future savings plans and goals and objectives. We will then prepare a comprehensive financial plan which details such things as:
- Current Asset Allocation versus Optimal Asset Allocation
- Likelihood of Achieving Goal(s)
- Saving / Investment Return necessary to achieve
- Risk Management Strategies
Service is available to existing clients as part of our fee-based platform. Planning services are also offered on a flat-fee and hourly basis.
RISK MANAGEMENT
Using a comprehensive needs analysis, SB Wealth assists clients in identifying risks to their financial plans. A few techniques to help manage these risks include: insurance, long-term care, annuities and structured products.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.