SSB&T WEALTH MANAGEMENT, LLC

Overview

Ssb&T Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm shows a clear fixed-income orientation: state and local bonds are the largest single asset type on the books, and fixed-income is listed as the preferred asset class. Ssb&T also identifies as an active ESG investor, indicating environmental, social and governance criteria are incorporated into at least some investment decisions. The firm is not a capital allocator—its alternative exposure comes through third‑party managers rather than proprietary funds. The business model combines percentage-of-AUM and fixed-fee billing and serves both individual/family and institutional clients. While organized as a limited liability company with owner designations recorded as domestic entity and individual, the firm also lists an industry affiliation with a banking or thrift institution, which likely affects custody, operational workflows and the referral pipeline.

Assets & Accounts

Investments & Alternatives

Location & Offices