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    Sbc Wealth Management

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    Description

    • Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service. Our mission is to serve as our clients financial compass with first class service as the cornerstone of our business. Our clients rely on us to create, enhance, and preserve their lifestyles.The primary business of SBC is to work with individual clients to maximize current income and/or cash flow both taxable and tax free, and/or create long-term capital appreciation using prudent financial planning techniques depending on clients needs, risk tolerances and assets. This includes diversification of assets, long-term income, distribution planning and investment planning and the use of insurance where appropriate.The SBC wealth management team has many decades of multigenerational wealth management experience. We are committed to our client's success and a pride ourselves in a proven track record of meeting our clients' financial and lifestyle objectives.
    • location

      Headquarters:2920 East 96th Street , Indianapolis, Indiana, United States

      More
    • Sbc Wealth Management phone

      Phone Number: +1 866-818-1028

    • Sbc Wealth Management website

      Website: https://www.sbcwealth.com

    • Sbc Wealth Management employees

      Employees:16

    • Sbc Wealth Management revenue

      Revenue:$10 - 50M

    • Sbc Wealth Management legal name

      Legal Name:Sbc Wealth Management

    • Sbc Wealth Management's Social Media

      Sbc Wealth Management linkedin Sbc Wealth Management facebook
    • done Is this data correct?

    • |  NAICS Code: 541613  |

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    Person level website identification

    CEO for Sbc Wealth Management

    Scott Holley

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Andrew Fairman

    Chief Investment Officer

    Kevin Hibner

    Chief Financial Officer

    Patrick Morrow

    President And Chief Operating Officer

    Erin Pentz

    Chief Creative Officer And Director Of Research And Portfolio Management

    Awma Carson Shadowen

    Director, Vice President

    Frequently Asked Questions regarding Sbc Wealth Management

    • Where are Sbc Wealth Management's Headquarters?

      Sbc Wealth Management's Headquarters are in 2920 East 96th Street ,Indianapolis,Indiana,United States

    • What is Sbc Wealth Management's phone number?

      Sbc Wealth Management's phone number is +1 866-818-1028

    • What is Sbc Wealth Management's official website?

      Sbc Wealth Management's official website is https://www.sbcwealth.com

    • What is Sbc Wealth Management's Revenue?

      Sbc Wealth Management's revenue is $10 - 50M

    • What is Sbc Wealth Management's NAICS code?

      Sbc Wealth Management's NAICS code is 541613

    • How many employees are working in Sbc Wealth Management

      Sbc Wealth Management has 16 employees

    • What is Sbc Wealth Management's Industry?

      Sbc Wealth Management is in the industry of Investment Management

    • Who is Sbc Wealth Management's CEO?

      Sbc Wealth Management's CEO is Scott Holley

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