SMB Investment Center

About Us

It’s good to have goals, but even better to see them through. Discover how SMB Investment Center will help you make the most of your money.

_0004_About us_Investment_Shutterstock_155822708.jpg

Our Services

SMB Investment Center offers a wide variety of wealth management services, including IRAs, 401(k) plans, municipal bonds, life insurance, and more.

_0003_Our Services_Shutterstock_112692424.jpg

How We Work

You trust us with your money. We take that seriously. To ensure our partnership is a success, we invite you take a look at our approach.

_0002_How we work_Shutterstock_328085453.jpg

Our Advisory Team

We’re about to embark on an important journey. It’s only fair you get to know us first. Meet the skilled advisors who will work towards securing your financial future.

_0001_Our Advisory Team_Shutterstock_171112052.jpg

Get Started

Are you ready to lead a richer life? Find out how to start your journey with SMB Investment Center today.

_0000_Get Started_Shutterstock_251616610.jpg

SMB Investment Center

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by any Federal Government Agency

Not a Bank Deposit

St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.