Superior serves as a "Personal CFO" providing conceirge-style services that meet the unique and complicated needs of our high-net-worth clients. Our customized business, lifestyle and financial advisement services were chosen to addreess thee most time-consuming and complex financial responsibilities that one encounters in daily life.
Many successful people do not have the time, energy or knowledge to effectively manage their personal finances. They may be exposed to bad business associates, poor personal business decisions and money mismanagement. Superior bridges those gaps by doing what needs to be done, while protecting the interests of each client.
Many successful people do not have the time, energy or knowledge to effectively manage their personal finances. They may be exposed to bad business associates, poor personal business decisions and money mismanagement. Superior bridges those gaps by doing what needs to be done, while protecting the interests of each client.
Services
SBM serves high-net-worth clients from business, sports, and entertainment, who rely on us as their "Personal CFO." We provide customized business, lifestyle, and financial advisement services that address the most time-consuming and complex financial responsibilities that one encounters in daily life.
Superior is a relationship-focused business, committed to taking the time to listen and understand the unique needs of each client. We strive to make our clients' lives easier through daily money management. Our clients enjoy peace of mind knowing that everything is managed with meticulous accuracy and that funds are available exactly when, and where, they are needed to meet every situation.
Kris brings an invaluable perspective to the industry, in that he was a business management client himself for 15 years - giving him a great understanding of his client's unique needs, mindset, lifestyles and priorities. Prior to opening SBM, in 2011, Kris became Managing Director of Monarch Business and Wealth Management, a family office firm based out of New York City.
Anthony "Tony" Smalls, III joined Superior in 2016 as Chief Operating Officer and Managing Director. He began his professional accounting career in the Atlanta office of Deloitte & Touche, LLP. During his six years at Deloitte & Touche, LLP., Tony served clients in the Audit practice and worked as a Senior Consultant in the Management Solutions & Services Practice.
Gary Clayton graduated from Presbyterian College in 1975 with a Bachelor of Science in Business Administration. He passed the CPA exam in 1978 and was a partner in Clayton Paulk and Associates. Mr. Clayton originated and owned Micro/Net Solutions, Inc. from 1995 until 2009. After this venture, Gary returned to the accounting field, and over the years, has served as a "Part-time CFO" for numerous companies.
Reviews (1)
Isnaro Etokudo
Aug 18, 2021
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Switched my trading to Lilian Wilson a few months ago after going through a lot of losses ,I invest with her and let her manage my account. Was so impressed with the service I switched brokers to them. So far I have been earning $6,450 every 7days of investing $500 good and I’m getting used to their platform. Happy to continue trading with lilian, may God continued to bless you ma'am. You can also contact her if interested ,,,, her email: lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
