Top 50 Wealth Managers
SBSB has an in-house tax department that prepares hundreds of returns each year.
100 Fastest Growing RIA Firms
Top 300 RIAs
Financial Times, 2015
Top Wealth Advisors
SBSB has clients from some of the largest law firms in the DC metro area.
Top Financial Advisors
Top Financial Professionals
Northern Virginia Magazine, 2012-2014
We view tax planning as an important part of your wealth model – from quarterly estimated tax payments to longer-term, tax-smart portfolio decisions. Our strong, steady process ensures tax consequences are considered. Remember: It’s not what you earn, but what you keep.
Inconsistent cash flow
Our financial planning process guides you through all the nuances of partner draws and distributions and case contingency billings. We build a model that helps you create short-term cash reserves (and tax reserves) and long-term savings to match the timing of your income. The result is a plan that is intended to alleviate cash flow stress.
Lack of time
We focus on individualized client service, not a “one size fits all” approach. We are that expert partner you can trust to handle the complexities of managing your wealth. We meet with you on a regular basis with a real-time dashboard, efficient reports, and organized action items. We also pride ourselves on quick responses to your questions and help with completing paperwork.
Complex retirement plans
Whether defined contribution, defined benefit, or non-qualified deferred compensation, we can help model your retirement to fully take advantage of your retirement plan(s).
Conflicts of interest
Our investment philosophy and process helps avoid conflicts that otherwise might arise with law firm clients.
Planning for financial independence
You work hard and want to someday stop running by the hour. What is your vision for your future? At SBSB, we help you chart a clear path to get there.
SBSB operates like many law firms. We have a lot of knowledge on highly technical subjects and do a great job of communicating that knowledge and using it to help clients. It’s a good match!
Jim Bruyette, Principal and Head of the SBSB Attorney Practice
Contact us today for a confidential, complimentary consultation
8444 Westpark Dr., Suite 610
McLean, VA 22102