Glass Carter

SBK Financial, Inc ( SBK ) is a premier wealth management firm providing portfolio construction, comprehensive financial planning, and tax advice. SBK was formed in 2004 when Ernst & Young eliminated its investment advisory services business due to independence issues. This divestiture presented a tremendous opportunity for the principals of SBK who wanted to continue to provide a full range of services including the investment advisory services to their clients. SBK's focus is simple ; it's our clients. We understand that our client's time is valuable and therefore our services are geared to simplify our client's life and create peace of mind.

Marsh, located in Richmond, Va., is one of the leading insurance brokerage firms that provide insurance plans and services to customers. It offers a wide range of services, such as captive management, insurance broking, claims assessment and risk financing. It also provides risk management services to clients for protecting homes, automobiles, fine arts, jewelry and collectibles. As a leading benefits provider to affinity groups and professional organizations, Marsh helps clients to implement group and individual life and health benefits without increasing its staff and budget. The firm offers insurance coverage for commercial properties and casualties. Its clients include businesses, public entities and nonprofit organizations in more than 100 countries worldwide.