SBW Wealth Management Logo

SBW Wealth Management

Locations: + (+1 more)

Company Size: 1 - 100

Industry: Investment Management

Company Website

AI Description

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  • Andrew MacKinnon, CFP CLU profile image

    Partner at SBW Wealth Management

  • Holly Macneil profile image

    Administrative Coordinator at Sinclair Billard + Weld

  • Roger Sinclair profile image

    Founder and Partner

  • Peter Thompson profile image

    Principal at Sinclair Billard + Weld

  • Joanne Johnsen profile image

    Director Of Operations at SBW Wealth Management

  • Melissa Mestre profile image

    Client Relations Representative at SBW Wealth Management & Employee Benefits

  • Jim Horwich profile image

    Family Wealth and Succession Specialist