SBW Wealth Management & Employee Benefits

sbw wealth management and employee benefits provides financial advice to business owners, professionals, and their families. through a unique planning process and combining both individual wealth planning with employee benefits and retirement planning, we're able to provide an end-to-end solution to our clients. we spend our days working primarily with business owners because much of their focus is on their day-to-day business demands, and they risk missing out on the full opportunity their business gives them. we want to make sure they don't miss those opportunities. halifax-based and serving atlantic canada, we've spent decades helping our clients think "outside their business" through an advanced planning process and independent advice. we know that everyone's story is different – your story is different – and that's why we take the time to bring a disciplined approach to helping you pursue meaningful goals.