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8120 Penn Avenue S, Suite 115, Bloomington, MN 55431

952.881.5755
badamek@sbi-wealth.com
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Financial planning that addresses your questions and concerns to help turn your priorities, goals, and dreams into reality.

How We Work Together

Our first priority is helping you take care of yourself and your family

Build Your Plan

How We Work Together

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Build Your Plan

How We Work Together

Long-term relationships that encourage open and honest communication have been the cornerstone for our success.

Build Your Plan

How We Work Together

Create a goal and calculate your true risk tolerance below to see if you're on track!

Build Your Plan
Who We Help

Financial planning to help you focus on what really matters. Understand, secure, and grow your wealth.

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Business Owners

Business Owners

Together we collaborate how to pursue their goals. SBI Wealth Management provides customized financial planning for small businesses and individuals.

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Working Professionals

Working Professionals

We understand life can bring with it many challenges and we've helped people just like you navigate through these live events with a tailored approach.

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 Preparing for Retirement

 Preparing for Retirement

We provide financial mentorship by uncovering a client's aspiration and vision.

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Retirees

Retirees

We offer independent financial guidance focused on our clients' unique needs and priorities.

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Are there financial uncertainties in your life that steal your confidence?

Questions to consider to improve your Individual Life Plan

Do you know if you are on track to meet your financial goals?

Have you sufficiently created a plan to ensure those you love are taken care of in the future?

Are you concerned about whether you will be able to retire when you wish to?

Are you looking to simplify and consolidate all of your finances in one spot?

Do you wish you had a better grasp on how much money you should be spending and saving?

Are you prepared for a financial emergency that life may throw at you?


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