About Wealth Management Services

Pursuing a Better Investment Experience

ssb-wealth-management-header-photo

 

SSB Managed Wealth (SSBMW) provides comprehensive financial planning that involves more than just managing your investments. We are committed to understanding your overall financial picture and discovering your personal, business and retirement goals.

ssb-wealth-management-piggybank-photo

 

By designing and implementing a comprehensive financial plan, we can manage your investments in a tax-efficient manner and help you stay on track to successfully grow your wealth and meet your life goals.

 
TO LEARN MORE, SCHEDULE A COMPLIMENTARY CONSULTATION WITH US:

Our focus is on wealth management

ssb-wealth-management-books-photo

We are an independent, fee-only investment advisor. We answer only to you—ensuring that the investments we recommend are those that we believe to be appropriate for you.

We believe that success in properly managing your assets is not measured by performance statistics but by your success in achieving your goals. It’s about understanding and managing risk and developing a disciplined investment strategy to provide you with the investment returns you desire.

We are committed to providing an unsurpassed level of service and advice. Because no one can be an expert in everything, professional collaboration is essential to providing superior service to you. Our partnership with Savant Wealth Management gives us access to a firm that enables us to focus on your financial planning needs while allowing them to craft an investment plan custom tailored to your unique needs, goals and values.

Schedule a Consultation

wealthmanagement

Download Our FREE
Guide To Wealth Management



Complimentary Financial Plan


We understand that your financial journey is as unique as you are. That's why we're delighted to offer you a complimentary finance plan that's tailored to your goals when you invest with SSB.

During your complimentary financial planning session, we'll:

  • Listen and Understand:
    We'll take the time to get to know you, your financial objectives and your current situation. Your goals become our goals.

  • Assess Your Financial Picture:
    Our experts will carefully analyze your income, expenses, investments, and assets to create a clear picture of where you stand today.

  • Craft a Tailored Strategy:
    Based on your unique circumstances, we'll create a personalized financial plan that outlines step-by-step strategies to help you achieve your goals.

  • Guide You Toward Success:
    Our team will be with you every step of the way, providing ongoing support and guidance as you put your plan into action.

Your financial future is important, and we're here to help you navigate it confidently. Schedule your consultation today.

Learn More


middle-aged-male-and-female-ssb-wealth-management-clients-wearing-blue-and-smilingWe succeed only when our clients succeed.

We are successful because we understand the unique needs of our clients, and we are ideally positioned to respond to those needs. We plan your taxes around your investments and your investments around your taxes.
Avoid reactive investing by focusing on what you can control. Many people struggle to separate their emotions from investing. Markets go up and down, but reacting to current market conditions may lead to making poor investment decisions. We can offer expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience. Daily market news and commentary can challenge your investment discipline. Some messages stir anxiety about the future while others tempt you to chase the latest investment fad. When headlines unsettle you, consider the source and maintain a long-term perspective.

  • Create an investment plan to fit your needs and risk tolerance.

  • Structure a portfolio along the dimensions of expected returns.

  • Diversify globally.

  • Manage expenses, turnover and taxes.

  • Stay disciplined through market dips and swings.

Let's Get Started

What is a certified financial planner (CFP) and why should you engage one to assist you with your retirement and investment planning?

A certified financial planner is an advisor who has earned one of the most rigorous certifications for financial planning knowledge. A CFP must have several years of experience in financial planning and must pass the CFP exam as well as adhere to strict ethical standards set by the Certified Financial Planner Board of Standards. CFPs are obligated to act in their client’s best interest.

Did You Know?

The Baby Boomer generation includes some 78.2 million Americans.

According to a recent study, 45% of baby boomers have no retirement savings. For those with something saved, the median balance for those born between 1948 and 1953 was $290,000. For those born between 1954 and 1959, they had saved around $209,000.

Talk to a Wealth Management Expert

Sam Fries, CPA, CFP®

Our team of strategic advisors will help you develop a plan to keep you on the road to financial success and profitability in today’s constantly changing business environment.

wealth-management-speech-bubble

 

ssb-wealth-management-agent
 

330-533-1131

Book Online


Wealth Management FAQ



Learn More

 

 

Contact SSB CPAs today to learn how we provide financial expertise for your industry.

3 min read

Some Retirement Plan Benefits Will Increase for 2025

With the 2025 tax year almost here, there's news from the IRS about retirement savings. According to a recent...

4 min read

Unwrap the Fine Print: Essential Gift Card Tips for the Season

With the holiday season rapidly approaching, you may consider gift ideas for friends, family members and business...

4 min read

7 Tax Breaks for Business Buildings

Businesses are returning to their regular work premises in droves. About 65% of U.S. businesses expect to implement...

4 min read

Preserve Your Business Legacy with Proactive Succession Planning

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day...

4 min read

Decoding Your Taxes: A Glossary of Tax Terms You May Need to Know

Navigating the maze of federal taxes can be daunting. Many tax terms are confusing, whether you're a business owner, a...

5 min read

Tips to Minimize the Kiddie Tax

The "kiddie tax" prevents parents from shifting income-producing assets to children to take advantage of their lower...

2 min read

Safeguarding Against Check Fraud

Although fewer paper checks are being issued now than in the past, old-fashioned paper checks remain the "go-to"...

3 min read

R&E Capitalization Has Unintended Effect on Small Businesses

The Tax Cuts and Jobs Act (TCJA) brought a significant, albeit delayed, change to the tax treatment of research and...

3 min read

IRS Targets Partnership Tax-Reduction Tactic

The IRS recently announced the launch of a new multistage regulatory initiative intended to close what it calls a...

News & Updates


3 min read

Some Retirement Plan Benefits Will Increase for 2025

With the 2025 tax year almost here, there's news from the IRS about retirement savings. According to a recent...

4 min read

Unwrap the Fine Print: Essential Gift Card Tips for the Season

With the holiday season rapidly approaching, you may consider gift ideas for friends, family members and business...

Quick Links


Services We Provide

 

Industries We Serve

logo-aicpa member-logo-white-web-e1476367426334 blue-seal-63-134-schroedelscullinbesticllc-1417 yw-regionalchamber-2020-1 QBO-ProAdvisor Bill-com-certified