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Build The Life You Want And Protect Your Legacy

Partner with our New England team to take control of your business and wealth so you can live confidently and build the future you want.

50+ Years Of Local Experience And Dependability

50+ Years Of Local Experience And Dependability

SBIA is an independent wealth management and retirement planning firm based in Worcester, Massachusetts. Established in 1967, we have a long, rich history of helping business owners, families, and professionals across New England grow their wealth, protect what they’ve built, and plan for the retirement they want.

A Team-Based Approach To Coordinating Your Wealth

A Team-Based Approach To Coordinating Your Wealth

At SBIA Wealth, you have one team connecting every part of your financial life—family, business, investments, and legacy. By starting with your values and goals, we design a coordinated plan that fits the bigger picture and helps ensure your wealth truly works for you.

Comprehensive Wealth And Business Services

Comprehensive Wealth And Business Services

Whether you’re growing your wealth, protecting your family, or planning a business transition, our team brings everything together under one roof, with one team coordinating across all your business planning and wealth management needs.

Services for Businesses & Business Owners

 Private Wealth Services For Individuals & Families

It’s Time To Take Control

Work with a team that understands how to connect your business planning and personal
wealth management needs under a single, coordinated strategy.

Schedule Your Consultation

Who We Work With

Individuals &#38;<br/>Families

Individuals &
Families

Managing competing priorities can be overwhelming. We help you connect every part of your wealth into one cohesive plan.

Pre-Retirees &#38;<br/>Retirees

Pre-Retirees &
Retirees

Facing questions about income, healthcare, and legacy can feel daunting. We guide you with tailored strategies for lasting security.

Executives &#38;<br/>Business Owners

Executives &
Business Owners

Your compensation, benefits, and planning needs are complex. We can help you optimize your wealth and protect what you’ve built.

Family<br/>Businesses

Family
Businesses

Balancing family dynamics with smart business decisions is tough. As a third-generation firm, we can help you plan for continuity and growth.

See How We Support You

Business Planning, Wealth Management, And Retirement Planning FAQs

We know choosing a financial partner is a big decision. Here are answers to common questions clients ask about working with our New England advisory team when planning for their business, wealth, retirement, and legacy.

  • An independent advisor provides guidance free from corporate sales agendas. At SBIA Wealth in Worcester, Massachusetts, our collaborative team focuses on your full financial picture, helping you fit every piece of your business and financial life into a coordinated plan.

  • Every firm is different, some being fee-based and others commission-based, or a mix, depending on the services provided. At SBIA Wealth, we believe in transparency—clients know exactly how we’re compensated, with no hidden commissions or surprise fees.

  • We offer a comprehensive range of services to connect your business and personal wealth strategies. Our services include retirement planning, investment management, estate and legacy planning, insurance strategies and solutions, and a wide range of business owner solutions—including retirement plan design, business succession and exit strategies, and family business governance planning.

  • If you’re nearing retirement, growing a business, or navigating Massachusetts’s estate tax rules, working with a trusted financial professional can help bring clarity and long-term strategy to grow and protect your wealth, your family, your business, and your employees.

  • With over 50 years of history in Central Massachusetts, our family-run firm combines New England expertise, a collaborative team, and multi-generational perspective to help you live confidently and leave a powerful legacy for your family and your business.

Invest In Your Personal Financial Education

Explore articles, videos, and insights on retirement, tax strategies, wealth management, insurance, and legacy planning—curated to keep you prepared and informed for every stage of life.

How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Learn More
The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
Learn More
Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More

Take the Next Step Today

Ready to move forward? Connect with our team to get the guidance, tools, and support you need. Whether you’re starting fresh or refining your next move, we’ll help you make it happen—quickly, easily, and with confidence.

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