SSB&T Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

SSB&T Wealth Management — overview

About

SSB&T Wealth Management is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. It provides portfolio management, financial planning, retirement planning, cash management, legacy planning, tax planning and education planning services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, foundations, financial institutions, corporations and businesses.

SSB&T Wealth Management - known decision makers (4)

Position	Location	Asset Class
Wealth Advisor	Fredericksburg, US	GEN
Associate Wealth Advisor	Fredericksburg, US	GEN
Operations Manager	Fredericksburg, US	GEN
President, Chief Investment Officer, Chief Compliance Officer, Principal	Fredericksburg, US	GEN

Showing 4 of 4 known decision makers SSB&T Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo