Who we are
SB WEALTH SOLUTIONS
At SB Wealth, we offerer tailored legacy planning services that align with your personal and financial goals. Our expertise helps ensure that your wealth is preserved and strategically allocated to meet your future aspirations. With a focus on growth, protection, and philanthropy, we provide comprehensive solutions to empower you to make informed decisions. Trust SB Wealth to be your partner in creating a legacy that reflects your values and supports your loved ones.
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, AIF
®
CERTIFIED FINANCIAL PLANNER™
Sam has been providing financial planning and investment strategies to clients since 1999. Sam specializes in planning strategies designed 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 Coventry Youth Basketball Association and The Chair of the Coventry Pension Review Board.
Osaic provides operational, technology, regulatory and client support
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$700+ Billion of Assets Under Administration
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11,000+ 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
Investment Management and Financial Planning Near Vernon, CT. Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA/SIPC and Registered Investment Advisor. 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. OSAIC WEALTH CRS
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