Tailored Solutions for Your Business

We partner with our business clients to design financial solutions to help them achieve their financial goals and objectives.

Our passion is your success.

We offer a range of business solutions designed to help your achieve your financial goals and objectives. Our team of experienced professionals works with you to meet the unique needs of your business. Whether you’re looking to grow your business, protect your assets, or plan for the future, we’re here to help.

Indianapolis Wealth Management Business succession planning

Tailored business solutions

Business Succession

We support business owners of all kinds, whether it’s a family-run business transitioning to the next generation or owners preparing for retirement.

Institutional Services

We offer financial consulting and services for Charitable Foundations, Non-Profits, and Endowments.

Corporate Education

We help educate and empower your executive employees to create financial plans today to feel confident about their tomorrow.

Looking for more information?

If you want more information about SBC, Indianapolis Wealth Management,
our processes, or our services, 
contact us for a no-obligation consultation today.