Retirement Benefits
WEALTH MANAGEMENT
What are Wealth Management Services?
Managing and preserving wealth can be complex and challenging, especially as you approach retirement. Our Wealth Management services are designed to provide you with personalized strategies that align with your unique financial needs, risk tolerance, and goals for the future. To achieve this, we use the Active Money Management approach, which means we don't just set your investments and forget them; instead, we continually watch and adjust them to help meet your financial objectives.
Why Work With Us?
We are committed to providing comprehensive Wealth Management Services that prioritize your unique financial journey through:
- Tailored Financial Strategies: We review your current situation then design customized plans that align with your individual goals and risk tolerance, ensuring a secure and confident retirement.
- Emphasis on Wealth Preservation: Our focus on "safe money" options helps protect your assets, contributing to a well-balanced and resilient portfolio.
- We Care About Your Best Interests: Our dedication to understanding and supporting your financial aspirations reflects our passion for helping others and our expertise in financial planning.
What is a Fiduciary and Why is it important?
What is a Fiduciary?
A fiduciary financial advisor is legally and ethically obligated to act in your best interests. This means prioritizing your financial well-being above all else, providing transparent and unbiased advice tailored to your unique needs.
Benefits of Working with a Fiduciary:
- Legal Obligation to Act in Your Best Interest: Because fiduciaries are legally and ethically bound to prioritize your financial well-being, you can feel confident that all advice and decisions align with your specific goals.
- Transparency and Trust: By eliminating or disclosing potential conflicts of interest, fiduciaries provide unbiased guidance, fostering a relationship built on trust and clarity.
- Comprehensive Financial Planning: Fiduciaries take a holistic view of your financial situation, tailoring strategies that encompass all aspects of your wealth to secure a stable retirement.
Meet Our Chief Advisory Officer
Stacy J. Summerlin is a Registered Investment Advisor Representative, who works as a dedicated fiduciary for our clients and is committed to guiding you through your retirement journey with integrity and expertise. At SBC Wealth Management, we prioritize your financial well-being, offering personalized strategies and objective advice to help you achieve a secure and fulfilling retirement.
Partnering with Stacy and SBC Wealth Management can help you achieve the peace of mind that comes from working with a fiduciary who is fully engaged in your financial success.
Stacy Summerlin, an Investment Advisory Representative (IAR) offers advisory services through Gibbs Wealth Management (dba SBC Wealth Management), an SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered or is excluded or exempt from registration requirements. Summerlin Benefits Consulting, Inc. and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Summerlin Benefits Consulting, Inc. Florida License #L077348 and Georgia License #171576.
Contact Us
Helping You Protect Your Money. Helping You Protect Your Future.
Our Hours
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Mon-Thurs: Closed 12:00-12:30 PM for lunch
Friday: 8:30 AM - 1:30 PM
Saturday & Sunday: Closed
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. By using this website, you accept our Terms of Use and Privacy Policy. Summerlin Benefits Consulting Inc’s insurance services and the investment advisory services provided by GWM (dba SBC Wealth Management) are available only to residents of the United States in jurisdictions where these firms are licensed and/or registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.
The content on this website does not constitute a complete description of services provided. Before investing, consider your investment objectives and any applicable fees. SBC Wealth Management, GWM, and Summerlin Benefits Consulting Inc. are not banks or depository institutions licensed in any jurisdiction. Products offered by Summerlin Benefits Consulting Inc. and GWM (dba SBC Wealth Management) are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement.