8120 Penn Avenue S, Suite 115
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.
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.
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:
Tax Planner and Preparer
Client Services Specialist
Client Services Associate