Wealth Advisory and Estate Planning

In working with private clients, SBCA's advisors endeavor to integrate estate and financial planning concepts into the investment advice which they render to their clients. Whether assisting clients in the development and implementation of philanthropic plans, the tax-efficient transfer of wealth within the family or simply the minimization of income or estate taxes, SBCA's professionals are prepared to work collaboratively with our client's attorneys and accountants to develop a plan that is most appropriate in achieving a client's financial objectives.

Wealth Management
Fiduciary Services