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The Architects of SBW

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Sloane Herman, Founder - CMO - COO

Sloane Herman has spent over 12 years in the world of financial marketing, branding, and business development. Her career has provided her with a front-row seat to the evolution of marketing within the financial services industry—from the rise of digital platforms to the increasing demand for personalized, high-touch client experiences. Throughout this journey, Sloane has developed a deep understanding of effective financial marketing strategies, what works, what doesn’t, and which approaches consistently stand the test of time in helping financial businesses grow and thrive.


The financial industry presents unique marketing challenges, including establishing trust, simplifying complex products, and navigating ever-changing regulatory environments. Sloane is known for her ability to blend psychology, body language, design, marketing strategy, and advisor coaching to strengthen relationships between advisors and their clients. She is deeply passionate about implementing high-impact marketing campaigns, coaching advisors and their teams, and building scalable lead-generation strategies that take businesses to the next level, including innovative tax mitigation strategies and comprehensive wealth strategies.


In addition to her work in financial services, Sloane built a successful career in interior design and home staging. She founded Times Ten Design in 2020 and has been featured on HGTV and in the Colorado Springs Business Journal for multiple projects. Sloane has been instrumental in launching and scaling multiple financial services firms, including Accelerated Wealth and Blackheath Partners, where she helped architect brand strategy, go-to-market execution, and long-term growth frameworks.

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Bill Walton, Founder - CEO

Bill Walton is a globally recognized leader in strategic wealth consulting, personal transformation, and Kingdom entrepreneurship. As the founder, CEO, and partner in over 25 diverse businesses, Bill has guided financial firms to unprecedented growth—managing and advising on billions in assets, businesses, and real estate across the globe. His expertise in financial marketing has been instrumental in achieving these results.


With deep knowledge in serving high-net-worth and ultra-high-net-worth individuals, Bill and his team specialize in advanced tax mitigation strategies and private market investments. They uncover structures and opportunities often missed even by top-tier advisors—helping clients unlock millions in untapped tax efficiencies. His approach is both highly specialized and deeply collaborative, bringing together elite tax attorneys, CPAs, and strategists to work seamlessly alongside a client’s existing advisory team. The result is a legally sound, sophisticated wealth strategy that strengthens financial security, preserves legacy, and positions families for long-term generational success.


In addition to his work in wealth strategy, Bill is actively involved in large-scale private market transactions, partnering with family offices and private investors on exclusive deals valued in the hundreds of millions. These highly curated opportunities deliver meaningful returns and align with a long-term, values-driven investment philosophy.


Featured in Forbes, Fox Business, S&P Dow Jones Indices Television, and more, Bill’s impact spans industries and continents. He also founded the nonprofit EnReturn, which rescues children from sex trafficking and supports single mothers.

Purpose Beyond the Plan

Our Mission

Our Mission

Our Mission

SBW Consulting exists to bring order to complexity—delivering strategic clarity, disciplined structure, and elite execution for families and firms navigating sophisticated financial decisions, including effective financial marketing and tax mitigation strategies within a comprehensive wealth strategy.

Our Vision

Our Mission

Our Mission

To serve as the trusted strategic partner to families, family offices, and advisory firms navigating complex wealth strategy with intention, efficiency, and long-term impact, while also providing insights into financial marketing and effective tax mitigation strategies.

"When the stakes are high, strategy isn’t optional — it’s everything.”

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Copyright © 2026 SBW Consulting - All Rights Reserved.

SBW Consulting provides strategic advisory and coordination services only and does not offer legal or tax preparation.

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