SBC Wealth Management Email Format

Investment ManagementIndiana, United States2-10 Employees

SBC Wealth Management is an investment management firm based at 2920 East 96th Street, Indianapolis, Indiana 46240, United States, serving individual clients. Founded in 1983, the firm emphasizes values of hard work, integrity, and quality service, with a mission to act as a financial compass for clients. Its primary business involves advising clients on strategies to maximize current income and cash flow—taxable and tax-free—and to create long-term capital appreciation through prudent financial planning, including diversification, distribution planning, and investment planning, with insurance where appropriate. The SBC Wealth Management team has decades of multigenerational wealth management experience and pursues clients' financial and lifestyle objectives. The company operates with a small staff of 2–10 employees and maintains a website at sbcwealth.com; 2024 corporate activity includes mergers involving Cerity Partners and Daintree Advisors LLC.

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