SB Wealth

SB Wealth Solutions is a financial planning and investment management firm offering wealth management, financial planning and legacy planning. The practice focuses on helping clients accumulate, protect and grow wealth, with planning that covers family and business goals as well as philanthropic giving.

Sam Belsito, a CERTIFIED FINANCIAL PLANNER professional, has been providing financial planning and investment strategies since 1999. Investment advisory services are offered through Osaic Wealth, a registered investment advisor, and the firm is located at 44 Hyde Ave in Vernon, Connecticut, where it serves clients in the area. Appointments can be requested through the website.