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Our team of Certified Financial Planners, Certified Public Accountants and other professionals look beyond “The Big Picture” to establish your personal financial objectives.

News & Events

529A Accounts Bring Help for Special Needs People

February 27, 2017

-by Matt Neyland, CFA, CAIA, Director of Investments Between doctor visits co-pays, medical equipment, education, therapy and other necessary expenses, the cost of raising a special needs child can top the $2 million mark over the course of a lifetime. It’s hard for people with disabilities and their families to save without running afoul of…

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Businesses Outperform with Women

February 24, 2017

Although women have a distance to go before achieving true pay equality; their positive effect on the business world is detailed in this article. The article goes on to illustrate how women-led companies typically outperform their benchmarks; which is positive for investors. At SKWealth, our Sustainable and Impact portfolio is screened…

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Winter 2017 Newsletter

January 11, 2017

Click on Dollars and $ense to view our latest newsletter, which includes information on Women-Focused Planning and Investment Management and articles such as “”Rising Rates: The Fed Takes Next Step Toward Normal”; and “The Trump Era Begins – is the Stock Market Rally a Sign of Things to Come?”; as well as comparative rate and…

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Fall 2016 Newsletter

October 7, 2016

Click on Dollars and $ense to view our latest newsletter, which includes articles such as “SKWealth Launches Sustainable & Impact Investing Portfolios”; “The Presidential Election & the Markets – Will it Change the Course of the Markets?”; “How Can We Help?”, as well as comparative benchmarks. Dollars and $ense Fall 2016

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Receive your free 2016 Tax Planning Guide

You can now receive your free 2016 Tax Planning Guide filled with helpful explanations of the current federal tax rules and tax tables.

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Sansiveri offers audit, accounting, business consulting, valuation, forensic, and tax compliance and consulting services.

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