Creating, Enhancing, Preserving Lifestyles

For over 40 years, we've helped our clients plan and reach their financial goals.

As Seen In

Don't miss SBC Wealth Management featured in Fortune, Entrepreneur & Bloomberg Businessweek!

Important Information About Your TD Ameritrade Account

Watch your inbox and mailbox for important information about the TD Ameritrade to Charles Schwab transition.

Indianapolis Wealth Management Experience You Can Trust

With 40 years of industry experience, SBC Wealth Management is committed to creating, enhancing, and preserving our clients’ lifestyles.


We offer comprehensive Indianapolis Wealth Management solutions for individuals and businesses.
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For Individuals

We offer comprehensive financial wealth management solutions tailored to individuals’ unique needs and goals.

Indianapolis Wealth Management

Retirement Planning

Investment Management

Estate Planning

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For Businesses

Educate and empower your employees and get the most out of your business with our tailored business solutions.

Corporate Financial Education

Business Succession Planning

Institutional Services

Helpful Resources

Financial Resources

Upcoming Events

Recent Media & Insights