FOR YOU AND THE GENERATIONS TO COME
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SBS Wealth Management | William O'Malley
Our job is finding you opportunities to save money, and grow money.
SBS Wealth Management is a family office resource for midsized business consulting for private wealth management.
What does your financial "course" look like?
We know it can be new endeavor, overwhelming, sometimes unsteady and even downright stormy...
So where to begin?
What's the right direction for me and my family?
SBS has all the resources in one place, with expert navigation at the wheel.
Home Sale Exemption
This allows certain taxpayers to excluded up $250k per individual on sale of primary and secondary residences.
Roth IRA Conversion
This leads to lower taxes in retirement on both the principal and earnings of savings growth.
Section 179 Deduction
Allows immediate or accelerated deduction of assets put into use for business purposes
Family Limited Partnership (FLP)
Allows family and business to receive reduced valuation of assets that help preserve business for the next generation.
Provides wealth preservation, tax savings, and direction for the next generation
Charitable Remainder Trust
Makes it possible for families to plan the future of their property and reduce estate taxes at the same time.
Allow for higher gifting while limiting taxes in the next generation.
Provides protection and management of wealth while shielding from invest taxes.
Charitable remainder trusts, stock donations and conservation easements.
For the future transfer of assets while reducing current taxes.
General asset protection for maximum security of wealth.
Through remote CFO, affiliate asset management and specific funds, we can achieve your investment goals
Meet William O'Malley
His Knowledge, Your Gain
With extensive investment banking experience, and a CPA with an emphasis in tax law, we can craft strategies to continue to maximize your wealth.
Our passion is to help create financial freedom for you and the legacies that mean the most... your family.
"The art is not in making money, it is in keeping it."
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Call (847) 757-8245
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