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