SBS Wealth Consulting, located in Jericho, NY, has been providing professional and timely wealth management for nearly four decades. With a commitment to integrity and professionalism, their team offers personalized service and access to global research and resources from UBS, ensuring that clients receive tailored guidance to achieve their financial goals.
Led by Senior Vice President Robert D. Spina Sr. and First Vice President Nancy Bohan, SBS Wealth Consulting specializes in developing long-term relationships with high net worth individuals and corporations, offering a range of investment products and services. Their expertise in portfolio management and retirement planning allows them to create customized strategies that preserve and grow clients' wealth, while also considering their liquidity needs and short-term requirements.
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