INDIVIDUALS & FAMILY SERVICES
Innovative Private Wealth Services For Individual And Families
Personalized guidance for your household, thoughtfully meeting you exactly where you are, and seamlessly coordinating all the moving parts to help you build the life, security, and lasting legacy you’ve always envisioned.
Financial Planning
A practical, living plan that connects cash flow, investments, insurance, and taxes into one coordinated path forward.
Risk Management
Protect income, family, and business using a mix of life, disability, and long-term care insurance strategies.
Investment Management
Portfolio design focused on your risk comfort level and tax situation—delivered with disciplined oversight and reporting.
Wealth Management
Unify accounts, insurance, and strategies in one coordinated approach, adjusting to protect and grow wealth over time.
Retirement Planning
Map income, investments, and Medicare alongside taxes so your income, purpose, and plans all align.
Estate & Legacy Planning
Plan ownership, beneficiaries, and giving strategies—accounting for Massachusetts estate tax thresholds.
Tax Strategies
Make proactive, tax-aware choices across investments, income, and withdrawals—coordinated with your CPA to reduce drag.
Safeguard Your Family’s
Financial Well-Being
SBIA is a national general insurance and brokerage agency, licensed in all 50 states,
with over 50 years of experience. Let our insurance team help you protect your family, their
financial future, and your legacy.
About SBIA Wealth
Learn the story behind our New England roots and 50+ years of reliable guidance.
Who We Serve
Explore the types of clients we work with and see if we’re a fit for you.