Financial Coaching and Investment Advice
Helping You Define Your Goals
With the Sullivan Bruyette Speros & Blayney (SBSB) team, you have access to a broad range of knowledgeable experts who specialize in financial planning, portfolio management, fiduciary services, and tax strategy. We work with you to determine specifically which of our services will best fit your needs. We help you define your goals and develop integrated strategies to achieve them.
Extensive financial planning services that help you define your dreams, develop strategies to realize them, manage your risks and adjust as your life changes.
Experience and objectivity in the design, implementation and monitoring of your personal investments, retirement plans, trusts, foundations or endowments.
Complete tax preparation and strategic consulting services provided by our tax experts or in conjunction with your current tax advisor(s).
Investment advisory services provided to corporations and not-for-profit organizations related to retirement plans, endowments and reserve funds.
People You Can Rely On
We believe that our clients choose to work with us because they need a close working relationship with a trusted, competent team of wealth advisors – people they can rely on to give them objective, strategic and timely advice.
Our confidential questionnaire and document checklist outlines key information that we will be looking for in order to develop a truly personalized plan for you. You can bring it filled out to a first meeting, or use it to prepare for your discussion.
Fee Only Services
Our initial consultation is always complimentary. Planning and income tax services are billed as a fixed fee or time plus expenses incurred. Fee only portfolio management services are generally billed as a percentage of the assets being managed.