Thoughtful financial stewards of
Top 50 Wealth Managers
SBSB has an in-house tax department that prepares hundreds of returns each year.
100 Fastest Growing RIA Firms
Forbes/RIA Channel, 2006-2016
Top 300 RIAs
Financial Times, 2017
Top Wealth Advisors
SBSB has experience developing
Rule 10b5-1 trading plans
Top 100 Independent Advisors
Top Financial Professionals
Northern Virginia Magazine, 2012-2017
Conflicts of interest
You need to be sure your investments are not misaligned with your company’s mission, key clients or competitors. Your portfolio is thoroughly researched and structured with your best interest in mind and consistent with our investment philosophy.
Concentrated stock holdings
Executives are significantly invested in their company’s stock. We review your holding requirements, trading windows, risk exposure, and other personal considerations. We then execute a tax-sensitive equity trading plan or divestiture strategy to balance your risk and return.
Lack of time
We want to save you time. Dedicated client service is at the heart of what we do. Meetings can be virtual or in-person with real-time, efficient reporting, concise strategies and options for your review. Our high-touch, fast-response team approach combines efficiency with personal attention.
& benefit plans
Whether you have incentive or non-qualified stock options, restricted stock awards or units, performance awards, employee stock purchase plan shares or any combination – we can assist you in understanding the value of and risk associated with these plans and in developing a customized strategy to optimize your benefits.
Coordination with other professionals
Consider us your financial quarterback. We drive coordinated solutions with outside professionals on your team: CPAs, estate attorneys, insurance professionals, etc. This saves you time and helps optimize your results.
Maximization of wealth for families & meaningful causes
We can help you articulate and achieve your vision for how wealth will impact your family and your meaningful causes. We use your intentions as a guide to set up tax-efficient strategies and roadmaps to help those you care about.
You have direct access to leaders in areas of tax, portfolio management and financial planning. SBSB is a boutique firm with a national presence and an emphasis on high-touch client service. Our deep expertise provides access to knowledge-based strategies and solutions. Patrick Dunne, CPA/PFS, CFP®, Principal, Senior Client Advisor at SBSB
Contact us today for a confidential, complimentary consultation
8444 Westpark Dr., Suite 610
McLean, VA 22102
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