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Welcome

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. Some of the financial products we offer access to include:

  • Comprehensive Wealth Management
  • Retirement Planning
  • Personal Financial Planning
  • General Wealth Transfer Strategies
  • Permanent Life Insurance

SBW Wealth Management is located right at our 84 Marlboro Street branch, with services offered through Infinex Financial Group.

WHY INFINEX FINANCIAL GROUP?

The fact that we've chosen to work with Infinex Financial Group, an independent broker/dealer registered investment adviser, means that our firm remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

WHAT IS A BROKER/DEALER?

A broker/dealer is a company that a registered investment professional works for to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).

Meet Our Team
Kevin Beauregard
Kevin Beauregard

VP SBW Wealth Management and Infinex Investment Executive, Infinex Investments, Inc.
(603) 355-1655

For the past 18 years, Kevin has built a career founded on trust, integrity, respect and hard work and he brings an exceptionally strong background to the SBW Wealth Management team. For the past eleven years, he has managed Mascoma Financial Advisors, most recently working out of the Keene office of Mascoma Savings Bank. Prior to that, Kevin managed the investment program for Lake Sunapee Bank out of their Peterborough and New London offices. In addition to holding FINRA registrations 7, 63, 66, 24, Kevin also has his Life, Accident and Health Insurance license.

Samantha Corliss
Samantha Corliss SBW Wealth Management Office Manager
(603) 355-1674

Samantha has been in the banking industry for over 7 years. Before joining the SBW Wealth Management team, Ms. Corliss worked for Mascoma Savings Bank in Keene as their Office Manager of Investment Services, a position she held for just under three years. In that role, she was responsible for travelling to 28 branches in VT and NH to provide referral training to bank staff, maintained and serviced books of business for five advisors and met with customers.


 
 
 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.