ESTABLISHING
YOUR FINANCIAL LEGACY
Who we are
SB WEALTH SOLUTIONS
Provides expertise in Financial Planning, Efficient Wealth Management and Legacy Planning. Our comprehensive planning empowers you to create the life and legacy that you want and deserve.
Wealth Management
We’ll work with you on wealth-building strategies that focus on what's important to you, your needs and your plans for your family or business.
Financial Planning
Our craft approach to financial planning helps you focus on what really matters.
Legacy Planning
Our legacy plan is designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs.
RESOURCES
YOUR TEAM
SAM BELSITO, III, AIF
®
CERTIFIED FINANCIAL PLANNER™
Sam has been providing financial planning and investment strategies to clients since 1999. Sam specializes in planning strategies to accumulate, protect and maximize wealth. Sam started his advice career as a Senior Financial Advisor with Merrill Lynch Private Client Group. In 2006 Sam was awarded the Certified Financial Planner™ designation by the Financial Planning Board of Standards, Inc. Sam holds a Bachelor of Sciences degree from the University of Dayton, School of Business. Sam is an active youth sports coach, a member of The Coventry Economic Development Committee and The Chair of the Coventry Pension Review Board.
Osaic
Osaic provides operational, technology, regulatory and client support
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$653 Billion of Client Assets
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11,600 Financial Professionals
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Dedicated Advanced Planning members for Complex Estate Planning
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Dedicated V.I.P. Service team for an enhanced client experience
Your Forever Advisor
Meet With Us
Appointment Request
Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA/SIPC and Registered Investment Advisor. Investment advisory services offered through SB Wealth Solutions, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Listed entities are not affiliated with Osaic Wealth, Inc. SB Wealth Solutions, LLC and Sam Belsito are registered to conduct securities business in CA, CT, FL, GA, MA, MD, ME, NH, NJ, NY, RI, VT. Neither Osaic Wealth, Inc. nor its registered representatives provide tax or legal advice.
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