SBC Wealth Management

The most important thing to you is what is most important to us.

We help you not only plan for your future, but also stay on target as life evolves with comprehensive wealth management services.

Wealth Management

You have unique lifestyle goals. We have the experience and expertise to help you reach them.

Retirement Planning

You worked hard for your money throughout your career. Now let your money work hard for you in your Golden Years.

Investment Management

Protect your wealth and secure your financial future with sound investment strategies that balance risk with return.

Business Succession

You spent your career focused on running your business. Now it is time to focus on getting the most out of it.

Institutional Services

You are a passionate charitable organization in need of strategic investment management solutions to achieve your organizational goals. We are passionate about helping you get there.

Corporate Financial Education

You offer great executive benefits. Help your team get the most out of them with education from a trusted industry expert.

As our clients encounter lifestyle events, we really are their advocate to get them through those changes in a very successful way.

Scott Holley

Founder, Former CEO

People want to work with someone who has a vested interest in seeing them succeed. We are that team.

Patrick Morrow, ChFC®

CEO

For us, this is not just about managing your portfolio. This is about managing a lifestyle because you cannot separate your life from your money or your money from your life.

Erin Pentz, AWMA®

VP, Co-COO

There is nothing more satisfying than having a client come back to you and thank you for helping them achieve their lifestyle goals.

Carson Shadowen, AWMA®

President, Co-COO

We take an individualized approach to helping our clients create, enhance, and preserve their lifestyles.

Andrew Fairman, CFA

Chief Investment Officer

Our job is to build relationships with our clients to learn what is most important to them so they can make more informed decisions to achieve their lifestyle goals.

Matt McBroom, CFP®

Wealth Advisor

We do what we do because of our clients. The relationships we build with them are the foundation for our success.

Sarah DeCamp

Wealth Advisor

Our job is to help people feel more confident in their financial future to improve their life.

Kevin Sasena

Wealth Advisor

Our Mission

We are committed to helping you live the life you really want by creating, enhancing, and preserving lifestyles. That means creating a strong financial foundation, enhancing your lifestyle through a collaborative approach to wealth management, and preserving your wealth by adhering to the highest fiduciary standards.