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Services

How We Can Help You

At SSB&T Wealth Management, we are proud to offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Whether you are just beginning your investing journey, preparing for retirement, or seeking an income distribution plan, we are here to provide the guidance and expertise you need. Our specialized approach caters to individuals who value financial planning and seek a trusted partner to assist with decision making. With our extensive experience and commitment to excellence, we are dedicated to helping you navigate the complexities of the financial landscape and achieve your desired outcomes.

Investment Management

Investment Management

Investing can be complex and intimidating, especially with the myriad of options available in the market. We take the time to understand your risk tolerance, financial objectives, and time horizon to develop a personalized investment plan tailored to your needs. We help you navigate market fluctuations and identify investment opportunities that align with your goals. Our disciplined approach will help you avoid emotional decision-making and stay focused on your long-term goals.

Our investment management services also include:

  • Portfolio Management
  • Retirement Income Distribution
  • Cash/Treasury Management
  • Fixed Income 
Small Business Retirement Plans

Small Business Retirement Plans

We understand the unique challenges and responsibilities that come with being a small business owner. As you focus on growing your business and managing day-to-day operations, it's easy to overlook the importance of preparing for your own financial future. With our expertise and experience in small business owner retirement planning, we can help you navigate the complexities and develop a comprehensive strategy tailored to your specific needs. We understand the intricacies of retirement plans, such as SEP IRAs, SIMPLE IRAs, and 401(k)s, and can guide you in selecting the most suitable option for your business. 

We provide turn-key employer sponsored plans for you and your business.  If you do not have plan in place, we can build the right retirement plan to meet your personal and business goals.  If you have a current plan, let's talk. 

We can provide the following: 

  • Current Plan Evaluation
  • Current Provider Evaluation
  • Employee Education 
  • Small Business Owner Guidance

Wealth Management

Navigating the complexities of the financial landscape can be overwhelming, and making uninformed decisions can have long-lasting consequences. Our objective perspective allows us to assess your financial situation objectively and provide you with tailored recommendations that align with your goals and risk profile. Our team will continuously monitor your portfolio, staying abreast of market trends and adjusting strategies as needed. We are dedicated to helping you navigate the complexities of wealth management, providing you with a solid plan, and empowering you to make informed decisions that will lead to long-term financial success.

Our wealth management services also include:

  • Retirement Income Planning
  • Legacy Planning
  • Tax Planning
  • Cash Flow Analysis
  • Education Strategies
  • HNW/UHNW Client Guidance

Contact Us
       We Want to Hear From You

Whether you're a small business owner, an individual investor, or someone planning for retirement, our experienced team is here to provide the clarity and purpose you need. Let us help you navigate the complexities of the financial landscape and develop a customized plan that aligns with your aspirations. Take the next step towards securing your financial future by scheduling an appointment with us today.

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