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Welcome to SBW Wealth Management
SBW Wealth Management is a full-service financial services provider, committed to working with you to meet your investment goals, help you meet your retirement objectives and work alongside you to provide advice in many facets of your financial planning. Importantly, our financial services division has been built on the same values of integrity, trust and community service that you have come to expect from Savings Bank of Walpole – as well as our shared commitment to only provide access to products that are in our clients’ best interests.
Life Events

Let us help you learn, plan, and build a healthier financial future. Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life. Click here to Learn & Plan.



 
 
 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  SBW Wealth Management is a trade name of the bank.  Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
 


Check the background of this financial professional on FINRA's BrokerCheck.