About Us

We know that the needs of our clients are too diverse for any one or two advisors to satisfy on their own. The wealth management team at SBC has many decades of multigenerational wealth management experience. The hallmark of the team is true dedication to our client’s financial and lifestyle desires with professional and personalized service. As a registered investment advisor we adhere to the highest fiduciary standards and are committed to our client’s success.


At SBC Wealth Management, our mission is to position our clients to meet their financial and lifestyle desires while adhering to the very highest fiduciary standards. When the markets, the economy, or life-altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through.


Growth is vital to the long term relevance of any company, although growth purely for the sake of size has little purpose. We will continue to grow SBC with purpose, through a committed focus on providing client resources, technology, personalized service, and uncompromising quality. We will continue to invest in technology, in human capital, and in the necessary systems to guide our present and future clients into the world that lies ahead.