Sinclair Billard & Weld

At SBW Wealth Management, we strive to be more than just a financial firm. As a privately-owned, independent entity, our loyalty lies solely with our clients. Unburdened by corporate constraints and potential biases, we offer genuine, unbiased wealth management advice tailored to your unique needs. Recognizing that every family and business has distinct financial complexities, we deliberately cater to a select clientele, ensuring that they receive the dedicated attention they deserve. Our streamlined approach enables us to implement planning strategies with agility and precision, ensuring the achievement and surpassing of your financial aspirations. Our team of accomplished professionals functions as a single, dependable point of contact for all your wealth management needs, simplifying the intricate world of finance for you and your loved ones. Our commitment extends beyond financial guidance; we view wealth as a means to an end and a tool for creating lasting legacies. As a firm deeply invested in our community's future, we actively participate in various local initiatives. By choosing SBW Wealth Management, you're not only safeguarding your financial future - you're joining a legacy that values community, integrity, and personalized care.

Years in the Community

With deep-rooted connections in our community, SBW Wealth Management has been a trusted partner for countless families. Our decades of experience have been instrumental in shaping our unique approach to wealth management and ensuring our clients receive the highest level of service.

Combined Years of Experience

Boasting a team of seasoned professionals, SBW Wealth Management brings together a wealth of knowledge and expertise. Our collective experience not only equips us with the skills and know-how essential for managing wealth effectively but also allows us to anticipate and navigate the ever-changing financial landscape with ease.

Families Served

Through the years, SBW Wealth Management has had the privilege of serving numerous families, helping them lay the foundation for a secure financial future and legacy. Our commitment to fostering long-lasting relationships with our clients sets us apart.

Areas of Expertise

Investment Management: Our expert team employs a disciplined, systematic investment process that emphasizes rigorous analysis and long-term strategic planning. Our goal is to maximize returns and minimize risk, delivering consistent investment performance for our clients.

Planning for Business Owners: As business owners ourselves, we understand the myriad challenges and opportunities unique to entrepreneurship. We offer expert guidance tailored to the specific needs of business owners, ensuring sustainable growth and long-term success.

Financial Planning: At SBW Wealth Management, we take a comprehensive approach to financial planning. Our expert team assesses your current financial situation, establishes attainable goals, and devises a customized plan aimed at optimizing your personal finances - today and for years to come.

Insurance & Estate Planning: Protecting your legacy is of utmost importance. Our team will guide you through various insurance and estate planning strategies, preserving your wealth and ensuring a smooth transition for the next generation.

Our Team

SBW Wealth Management boasts a squad of driven, seasoned professionals, each highly skilled and dedicated to providing you with the highest standard of wealth management services. Our team includes:

• *Joanne Johnsen, Director of Operations*
• *Roger Sinclair, Managing Partner*
• *Andrew Mackinnon, Managing Partner*
• *Cheryl Paraskevopoulos, Business Service Specialist*
• *Jim Horwich, Wealth Advisor*
• *Chris Heaman, Portfolio Manager, Quintessence Wealth*
• *Kenneth MacQueen, Associate Portfolio Manager, Quintessence Wealth & Managing Partner, SBW Wealth Management*
• *Catherine Dorna, Chief Compliance Officer, Quintessence Wealth*