Our Firm

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 Insuranc



On September 30, 2019, we announced an agreement to combine three of our state’s most highly regarded fiduciary and investment management firms – SBW Wealth Management, The New Hampshire Trust Company and MillRiver Wealth Management.  Through this affiliation, we will be in a position to optimize the strengths of each organization, serving customers with leading-edge advice, enhanced technology – and a continued focus on local, personal service in our local communities. For more information about the affiliation, you can read our press release.



SBW Wealth Management is located inside the Savings Bank of Walpole branch at 84 Marlboro Street in Keene, NH, with services offered through 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.



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).