Our Core Values
Authenticity: Actions align with values | Ambition: Excited for the day | Trust: Believe in each other | Excellence: Be the best
Our Philosophy
SBI Wealth Management unites both holistic financial planning with evidence-based investing to create our core client success approach.
Our professional relationships are built upon trust and integrity. We strongly believe in educating the client during the financial planning process. Each recommendation made is carefully considered, and it is important for the client to understand why we make the recommendations that we do.
Our Mission
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your wants, needs, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Our commitment is to utilize all our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Credentials
At SBI Wealth Management, we are committed to excellence. We place value in our work by combining both real passion with technical knowledge so we may best serve you. Brian holds the following credentials that continue to emphasize this belief:
- Certified Financial Planner (CFP®). The CFP® certification marks identify those who have met the high standards of competency and ethics established and enforced by the CFP Board. It is through these ethics and standards that hold a CFP® professional to act in the clients’ best interest, also known as the fiduciary standard.
- Certified Private Wealth Advisor (CPWA®). This certification is an advanced credential for advisors who work with high-net-worth clients. Advisors develop advanced knowledge and skills to address complex issues related to investment portfolio strategy, estate planning, wealth transfer, and closely held business ownership.
- Certified Valuation Analyst® (CVA®). This credential requires designees to have a full understanding of valuations both for business owners as well as high-net-worth individuals and families.
- A Certified Exit Planner (CExP™) professional has demonstrated that they are qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community. The Certified Exit Planner (CExP™) designation is the standard for Exit Planning.
