Saving + Investing

The path to wealth building is a long-term proposition and every path is unique to each person. When you meet with an SBS Private Wealth Management advisor you’ll be asked important questions to help identify your unique situation. Together we will determine your current financial situation, understanding of the market, risk tolerance, goals and expectations. Only then will we begin to construct a balanced portfolio suited for your unique needs.

If you’re unsure whether it’s time for you to start investing or if you should focus on saving, we can help you decide by assessing your goals, risk tolerance, and financial situation.

We believe an advisor should always be on your side.

Your specific objectives help us to construct a portfolio tailored to meet your needs. Before selecting any assets for your portfolio, we undergo a thorough discovery process to understand your desired returns, income needed to support your current lifestyle, future liabilities, and other important factors.

Components of our integrated wealth management process