Attorneys face unique challenges.
You need an advisor with unique expertise.

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Top 50 Wealth Managers

Forbes, 2014

SBSB has an in-house tax department that prepares hundreds of returns each year.

100 Fastest Growing RIA Firms

Forbes/RIA Channel

Top 300 RIAs

Financial Times, 2015

Top Wealth Advisors

Washingtonian, 2016

SBSB has clients from some of the largest law firms in the DC metro area.

Top Financial Advisors

Barron’s, 2015-2017

Top Financial Professionals

Northern Virginia Magazine, 2012-2014

Complicated taxes

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.

 

Our attorney clients appreciate the broad knowledge base we have regarding complicated financial topics specific to them. Our firm welcomes the challenges our attorney clients present, and constantly strive to provide smart financial solutions.
Jim Bruyette, Principal and Head of the SBSB Attorney Practice Services

Contact us today for a confidential, complimentary consultation

Phone
(703) 734-4627

Address
8444 Westpark Dr., Suite 610
McLean, VA 22102

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