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 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).