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.

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Navigating Retirement is your guide to making good decision on asset allocation to maximize tax savings.

Overview:

• Convert from Taxable Retirement Plans to No Tax Plans
• Using Life Insurance Trust to Manage Your Estate and Transfer Wealth Tax Free
• Invest in Income Property to Reduce Taxes and Maximize Income

IF YOU FAIL TO PLAN, YOU PLAN TO FAIL
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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.

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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.

​Living Trust
​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.

Educational Trusts
Allow for higher gifting while limiting taxes in the next generation.
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ILET Trust
Provides protection and management of wealth while shielding from invest taxes.

Charitable Strategies
Charitable remainder trusts, stock donations and conservation easements.

Gifting Strategies
For the future transfer of assets while reducing current taxes.

Asset Protection
General asset protection for maximum security of wealth.

Investment Products
Through remote CFO, affiliate asset management and specific funds, we can achieve your investment goals