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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
Anthony Scola
Anthony Scola

VP SBW Wealth Management and Infinex Investment Executive, Infinex Investments, Inc.
(603) 355-1667

Anthony has been involved with the Insurance and Financial Services industry for almost 25 years. Prior to joining Savings Bank of Walpole as VP of SBW Wealth Management and Investment Executive with Infinex Investments, Inc., Anthony was a Financial Advisor with Mascoma Wealth Management.  Before joining Mascoma, Anthony was an independent Financial Consultant/Planner with Northeast Planning.  He has also worked with Merrill Lynch and Prudential Financial. Though Anthony can help individuals with any area of Investing and Financial Planning, he specializes in developing and implementing a retirement distribution strategy to help clients transition to and live out their retirement years. He meets in person with clients to develop a comprehensive strategy that takes their personal needs, strengths, and challenges into consideration. Most importantly he helps clients take control of their financial future by providing ongoing support and recommendations. Anthony holds FINRA Series 6, 7, 63 & 65 securities registrations, and earned a Certificate in Financial Planning from Boston University. He served in the US Army Reserve for 8 years as a Combat Medic/Nurse, achieving the rank of Sergeant. Having grown up a competitive Ice Hockey player in the Boston area, he has coached local Youth Hockey and been active in several adult programs.  A recent member of the Finance Committee at David’s House and member of the Grafton County Fish & Game Club, Anthony is an active participant in the Communities where he works and lives. Anthony resides with his wife and children and is honored and excited to be a part of the SBW family!

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.



 
 
 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.
 


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