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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

Women and Wealth management

Interview With Kathleen McQuiggan

September 5, 2017

SKWealth Podcast – Episode 2 SKWealth is pleased to share our second podcast by Director of Investments, Matthew Neyland, CFA, CAIA. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women and wealth initiatives. We give an update on the financial markets with an emphasis on the…

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SKWealth Podcast

New SKWealth Podcast

July 19, 2017

SKWealth is pleased to share our first podcast by Director of Investments, Matthew Neyland, CFA, CAIA. New podcast topics will be shared each month and will be available through a number of listening service options, including: Stitcher  iTunes Google Play Read More

Steven Antunes

SKWealth Welcomes Steven C. Antunes, CFP®

June 9, 2017

SKWealth is pleased to announce the hiring of Steven C. Antunes, CFP®, as a Financial Planner in the firm. Steve has over 11 years of experience in corporate finance and accounting and personal financial planning. He was previously with Citizens Financial Group, Inc. and Corrigan Financial, Inc. “We are thrilled to have Steve join our…

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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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Listen to our latest Podcast

In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women & wealth initiatives. We give an update on the financial markets with an emphasis on the future direction of the markets. We also discuss a real-life story of a woman who faced a life changing event and how we helped her through it.

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Matthew M. Neyland, CFA, CAIA, Director of Investments

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