The majority of our clients are individuals and families with a lot on their plate and not a lot of time to get things done. If you have big goals and aspirations, a crazy and hectic lifestyle, or simply want more free time to do the things you really want to do, we strive to custom fit our services to meet whatever needs and requests you may have. We listen to your unique situation and take a holistic approach with the list of services we offer and recommend at SBM.

Not everyone is created equal, and neither are the issues and opportunities that arise throughout one’s life and career. Utilizing our knowledge and expertise to accomplish what you want to achieve in your personal and professional life, will help set you at ease and allow you to focus on things that matter most to you and your family. Let us do the rest and become your Personal CFO.

Besides sports and entertainment, a great number of our clients consist of entrepreneurs, corporate executives, business owners, and high net worth individuals scattered all over the United States. If you happen to not be located close to one of our offices, we make sure to establish and maintain strong lines of communication so you feel secure and confident at all times. Through helpful and consistent discussions, the working relationship with your designated team of professionals at SBM should be a close and long lasting one – built on trust, respect, and reliability.