SBC Wealth Management

Our Q2 2024 Market Commentary from SBC Chief Investment Officer, Andrew Fairman, CFA, CFP®️, is now available! 📊💼 Curious about inflation, labor market trends, and the Fed's next moves? Read about this and more using the link in bio. #MarketUpdate #MarketCommentary #FinancialInsights #SBCWealthManagement

Happy Work Anniversary, Lee Anderson! 🎉 Lee is a dedicated member of our Client Support team and has been with SBC for 3️⃣ years. Her passion for working with clients and helping them achieve their lifestyle goals truly makes a difference. Thank you, Lee, for your hard work and commitment to our clients' success. Here’s to many more years of excellence! #WorkAnniversary #SBCWealthManagement #ClientSupport

In observance of Juneteenth, our offices will be closed on Wednesday, June 19th. We will resume normal operations on Thursday, June 20th, ready to assist with all your needs. Juneteenth commemorates the end of slavery in the United States and is a day to reflect on freedom, justice, and equality. Let's take this time to honor and celebrate this important milestone in our nation's history. We look forward to serving you upon our return. Have a meaningful Juneteenth.

📅 Mid-Year Financial Check-In 📅 June is the perfect time to review your financial goals and make sure you're on track for the year. Whether it's revisiting your budget, adjusting your investments, or planning for upcoming expenses, taking a moment to assess your financial health can make a big difference. Need help with your mid-year check-in? Our advisors are here to assist you! #FinancialPlanning #MidYearCheckIn #SBCWealthManagement

Upcoming Wine, Wealth & Wellness Event 🍷 Join us on Thursday, June 13th, for an empowering evening at Engel & Völkers! Discover how your financial attitudes influence your investment choices and shopping habits. Our wealth advisor Erin Pentz and style expert Nicole Blair Wear will guide you in unlocking the value in your wardrobe and investing in yourself. 📅 Date: Thursday, June 13, 2024 📍 Location: Engel & Völkers Don't miss out on this unique opportunity to connect with like-minded women and gain valuable insights! Reach out to learn more at info@sbcwealth.com. #WineWealthWellness #SBCWealthManagement

Mark your calendars! ️ Only two months left to join us for the annual Indy Golf Classic at Chatham Hills! ⛳️ We're proud to partner with the American Cancer Society as presenting sponsor, supporting the fight against cancer. ️ Enjoy a day of golf, networking, and making a difference. Learn more about how to get involved through sponsorships, volunteering and more at indyselectgolfclassic.org. #SBCWealthManagement #ACSGolfClassic

Uncertain about how to navigate financial planning? At SBC Wealth Management, we offer expert guidance to help you unlock your full financial potential. Our personalized approach ensures your financial goals are met with tailored solutions, whether it's investments, retirement planning, or estate management. Let us help you clarify and simplify your wealth journey with confidence. Schedule a consultation today! Learn more at sbcwealth.com. #SBCWealthManagement #wealthmanagement #financialplanning

In observance of Memorial Day, our office will be closed on Monday, May 27th, to honor and remember those who made the ultimate sacrifice for our country. We will resume normal operations on Tuesday, May 28th, and look forward to serving you then. #MemorialDay #RememberandHonor #SBCWealthManagement

One critical item small business owners need to consider is succession planning. We specialize in creating customized business succession plans tailored to the unique needs of your business and its owners. Our experienced professionals are here to ensure a smooth transition to the next generation of owners, considering your personal and financial goals every step of the way. We're here to help in this process by: 📅 Developing a comprehensive succession strategy 🔎 Identifying potential successors and transfer ownership ✔️ Providing ongoing support and expert advice We understand that business succession planning can be complex and emotional. That’s why our team is committed to offering the guidance and expertise you need for a seamless transition. Contact us today to learn more about our business succession services and ensure your legacy continues smoothly. #SmallBusinessMonth #SuccessionPlanning #SBCWealthManagement

May is all about celebrating the heart of our community: small businesses! These local business owners are the backbone of our economy, creating jobs and adding unique charm to our cities. Did you know: 💡 —About 50% of purchases at local independent businesses are reinvested into the community. —If every U.S. family spent just $10 a month at a local business, over $9.3 billion would be returned to our economy. —Local businesses generate 70% more local economic activity per square foot compared to big-box retail. Support your local businesses and make a big impact! Sources: https://lnkd.in/gAhzE7ZQ https://lnkd.in/gzyekZB8 #SmallBusinessMonth #SBCWealthManagement