Business Details
21 Years
experience
Integrated Wealth Management Services
At SBK Financial, we have dedicated ourselves to redefining what it means to provide exceptional financial advisory services since our founding in 2005. Our approach seamlessly integrates financial planning, investment management, and tax strategies to create comprehensive solutions tailored to each client's unique circumstances. With a team of highly credentialed professionalsincluding CPAs, CFPs, and investment specialistswe bring decades of combined experience from top-tier financial institutions to serve pre-retirees, retirees, and multi-generational families. Our commitment to fiduciary standards ensures every recommendation prioritizes client interests without product sales agendas. Through continuous portfolio monitoring, proactive tax planning, and personalized guidance, we help clients navigate complex financial decisions with confidence.Our transparent communication and collaborative approach have earned us trust as a reliable partner in wealth management, serving clients across Virginia and beyond from our Richmond headquarters. By maintaining a balanced perspective that considers both immediate needs and long-term objectives, we empower clients to achieve financial clarity and security. Our core values of commitment, collaboration, and accountability drive every interaction, ensuring clients receive not just expert advice but also the peace of mind that comes from knowing their financial future is in capable hands.
Services
Financial Planning
Investment Management
Tax Strategies
Retirement Planning
Estate Planning
Details
- Year established: 2005
Highlights and features
- We integrate financial planning, tax strategies, and investment management under one roof.
- Our team combines decades of experience from top financial institutions.
- We operate as fiduciaries with no product sales agendas.
- We specialize in serving pre-retirees, retirees, and multi-generational families.
- Our transparent communication builds lasting trust with clients.
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals. We evaluate assets, liabilities, and risk tolerance to develop personalized roadmaps for retirement, cash flow, and estate planning. The approach combines market intelligence with client-specific needs to ensure financial security.
Investment Management
We design and monitor investment portfolios aligned with client objectives and risk profiles. Using market analysis and continuous adjustments, we optimize returns while maintaining appropriate risk levels. The service includes tax-efficient strategies and regular performance reviews to adapt to changing circumstances.
Tax Strategies
Our tax strategy service focuses on minimizing liabilities through proactive planning. We implement Roth conversions, tax credit utilization, and year-round optimization techniques. The service integrates with investment and financial planning to maximize after-tax returns and preserve wealth.
Estate Planning
We develop comprehensive estate plans using trusts, endowments, and gifting strategies. Our approach ensures smooth wealth transfer while minimizing estate taxes. We work closely with clients to align legal documents with their legacy goals and family needs.
Retirement Planning
This service prepares clients for financial readiness in retirement. We analyze current assets and create strategic paths for comfortable transitions. The planning includes income projections, expense management, and contingency strategies for healthcare and market fluctuations.
People
J. Kevin King
Founder and President
CPA and CFP professional with extensive experience from leading financial institutions, combining technical expertise with client-focused service.
Andrea Broughton
CEO and Founder
CPA with deep financial advisory experience, committed to empowering clients through transparent, personalized wealth management strategies.
Claire Craighill
Partner and Senior Financial Advisor
CFP professional providing expert financial guidance with focus on comprehensive wealth planning solutions.
Stephanie Stumpf
Partner and Senior Financial Advisor
CPA, PFS, CFP, and CTFA credentialed advisor delivering sophisticated financial planning and investment management services.
Dean Williams
Partner and Senior Financial Advisor
CPA and CFP professional specializing in integrated wealth management for high-net-worth individuals and families.
Questions
What services does WealthCrossing offer?
We offer financial planning, investment management, and tax strategies tailored to pre-retirees, retirees, and multi-generational families.
Are you fiduciary financial advisors?
Yes, we operate under fiduciary standards, prioritizing client interests without product sales agendas.
Do you work with clients outside Virginia?
While based in Richmond, we serve clients across Virginia and beyond through personalized wealth management solutions.
How do you approach investment management?
We create personalized portfolios based on your goals, monitoring markets and adjusting strategies for optimal risk-adjusted returns.
What makes WealthCrossing different from other advisors?
Our integrated approach combines tax planning, financial planning, and investment management with a client-driven philosophy.
Can you help with retirement planning?
Yes, we specialize in retirement planning, evaluating assets and creating paths to financial readiness for pre-retirees.
