As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, The Integrated Financial Advantage™, is here to help you make informed decisions that will benefit your future.
Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy ensures your needs are our top priority.
Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.
Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.
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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.
SKWealth Podcast – Episode 4 In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SKWealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View segment we give an update on…
-by Jason Archambault, CFP®, CPA/PFS, Managing Member As we approach the end of the year, strong markets and possible tax reform may trigger the biggest charitable giving year in U.S. history. An improving economy and strong market performance have generated significant appreciation of investment assets. The S&P 500® stock market index has risen more…
IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a Roth…
SKWealth Podcast – Episode 3 We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimieri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern Trust and FlexShares…
In our latest episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SKWealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View segment we give an update on some current events effecting the markets both in the near-term and in the long-term.
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Matthew M. Neyland, CFA, CAIA, Director of Investments
Sansiveri offers audit, accounting, business consulting, valuation, forensic, and tax compliance and consulting services.