&Partners has added SBS Retirement Consultants and Crown Legacy Wealth to its advisor network, expanding the firm’s geographic footprint across Alaska and Washington.
The addition of SBS Retirement Consultants marks &Partners’ first advisor practice in Alaska. Based in Fairbanks, the practice provides retirement planning and financial advisory services through a six-step process centered on personalized service, long-term client relationships and stewardship of clients’ financial lives.
SBS Retirement Consultants is led by Partners and Financial Advisors Shawn Wiegand, Jordan Hendry, Ben Roth and Shannon Staiger.
The team also includes Ethan Daniels, Partner and Director of Planning, along with Senior Client Service Associates Laura Shaeffer, Calvon Boots and Rebecca Bentaas.
&Partners said the team’s relationship-focused approach aligns with its broader model while establishing a presence in Alaska for the first time.
The firm has also added Crown Legacy Wealth, a Bellevue, Washington-based wealth management practice focused on concentrated wealth, tax strategy and legacy planning.
Crown Legacy Wealth takes a comprehensive approach to wealth management built around clients’ individual financial needs, priorities and long-term objectives.
The practice is led by founders Thomas Faley and Jason Eckerman.
Its broader team includes Jeni Gonzales, Partner and Practice Director of Operations; Ali Boop-Nilsen, Director and Wealth Management Associate; and Sean Price, Director of Wealth Management.
Crown Legacy Wealth operates around its G.O.L.D. principles: Guidance, Ownership, Loyalty and Discipline, which shape the practice’s approach to client relationships and wealth management.
Together, the additions expand &Partners’ advisor community across the Pacific Northwest and Alaska while bringing in practices focused on retirement planning, comprehensive wealth management, tax considerations and multigenerational legacy strategies.
