Sbw Wealth Management
At SBW Wealth Management, we pride ourselves on being more than just a financial firm. As a privately owned, independent entity, our focus remains solely on our clients, free from corporate affiliations and potential biases. We serve our clientele with intention, providing personalized, agile planning strategies that align with your unique needs. Our team of accomplished professionals collaborate as a unified hub for all your wealth management needs. We simplify the intricacies of your financial world by being that single, reliable point of contact for you and your loved ones. For our disclosure information, please visit: https://sbwdirection.com/
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- RS
Roger Sinclair
Vice Chair and Agm Chair (2019) · Other
EmailPhone - AM
Andrew MacKinnon
Advisor Member · General Business & Management
EmailPhone - CP
Cheryl Paraskevopoulos
Business Specialist · General Business & Management
EmailPhone - DL
Dakota Lund-Cornish
Associate Advisor · General Business & Management
EmailPhone - JH
Jim Horwich
Family Wealth and Succession Specialist · Other
EmailPhone - MM
Melissa Mestre
Client Relations Representative · Customer/Client Service
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Sbw Wealth Management
8 distinct titles indexed · top 8 shown.
- 1administrative coordinator
- 1advisor member
- 1associate advisor
- 1business specialist
- 1client relations representative
- 1family wealth and succession specialist
- 1marketing manager
- 1vice chair and agm chair (2019)
Sign up to unlock all 8 contacts at Sbw Wealth Management
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Sign up to reveal 8 verified contacts at Sbw Wealth Management
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