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, SKWealth 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.
Do you know your current federal and state income tax rates? Do you know when your itemized deductions will increase or decrease in the future? Have you considered how income and estate taxes will impact your financial future?
SKWealth’s financial planning process takes into consideration your income tax, Social Security tax and estate tax obligations. We quantify and plan for them. Income tax planning is an integral component of your financial plan as taxes account for a large percentage of cash outlay for most individuals.
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…
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…
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
SKWealth considers tax planning an integral component of your financial plan,as taxes account for a large percentage of cash outlay for most individuals.