How does the advisor help clients – Key Takeaways:
SSB&T WEALTH MANAGEMENT, LLC is a trusted and experienced financial expert that provides comprehensive financial planning and investment management services to its clients. They specialize in helping individuals, families, and small businesses achieve their financial goals and secure their financial future. With a team of highly qualified advisors, SSB&T WEALTH MANAGEMENT, LLC offers personalized solutions and expert guidance to their clients.
Facts and Insights
SSB&T WEALTH MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. They have a team of 25 financial advisors and currently manage over $500 million in assets. This impressive track record showcases their expertise and success in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered
SSB&T WEALTH MANAGEMENT, LLC offers a wide range of financial services to their clients, including:
- Comprehensive financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Risk management
- Education planning
Client Types
SSB&T WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- High net worth individuals
- Retirees
Fees & Compensation
SSB&T WEALTH MANAGEMENT, LLC has a transparent fee structure and works on a fee-only basis, meaning they do not earn commissions for selling products. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, which incentivizes them to grow their clients’ portfolios.
Background
The team at SSB&T WEALTH MANAGEMENT, LLC has decades of combined experience in the financial industry. They are all highly qualified and hold various certifications, such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This extensive knowledge and expertise enable them to provide personalized and professional financial advice to their clients.
Financial Advisor Disclosures to Know
When working with clients, SSB&T WEALTH MANAGEMENT, LLC follows a strict code of ethics and always acts in the best interest of their clients. They also disclose any conflicts of interest and maintain transparency in their relationships with their clients. This level of honesty and integrity is what makes SSB&T WEALTH MANAGEMENT, LLC a highly reputable and trusted financial advisor in the industry.