Partnering on Your Financial Journey

We work closely with you to understand your unique needs and goals in order to create your financial road map. We work with you to develop a personalized investment policy and asset allocation approach. We then build customized portfolios, one security at a time, and, valuing transparency, ensure that you know which securities you own and why.

We understand the complex challenges you face, so we collaborate with each client’s trusted team of advisors in order to address their issues, which may include tax, estate, trust, insurance and planning. Every client works directly with their portfolio manager and meets regularly to review their portfolio.

The SBH Difference

Three pillars differentiate our practice and maximize value for our clients:

  1. High touch financial planning based on each client’s unique situation

  2. Tailored investment solutions aligned with each client’s goal

  3. Comprehensive approach to wealth management