Wealth Management

SBH works one on one with clients to navigate the challenges and opportunities of managing individual and family wealth. Our dedicated private wealth managers are highly credentialed, holding advanced academic degrees, Chartered Financial Analyst (CFA), Chartered Investment Counselor (CIC) and Certified Financial Planner (CFP) designations.

For more information on
our Wealth Management
solutions, please contact
Brad Jones at


An Introduction to SBH

CEO Phil Hildebrandt discusses the history of SBH and what makes us different.