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.
Women have always been an integral part of the financial planning process, albeit sometimes as a silent partner. Times have changed and more women are providing the financial security for themselves and their families. They also are leading the charge on investing in and planning for their financial futures.
Women have unique financial needs. They have the same financial goals as men – retiring comfortably, maintaining their current lifestyle and covering healthcare expenses. However, women can face a variety of additional challenges- longer life expectancy, lower wages and savings and higher medical costs.
At SKWealth, we understand women’s concerns and work to provide the information and expertise needed to help women make educated decisions. The Integrated Financial Advantage with a female focus is customized to your individual preference. Life is busy and time is precious; we want to partner with you to help you reach your goals.
We can help you to:
• Take control of your financial life: organize and streamline, save time and reduce risks.
• Establish goals and provide an action plan to reach those goals.
• Cope with transition: marriage, death, divorce, new career/business, retirement or inheritance.
• Manage risks: protect your wealth and insure for the unexpected.
• Provide for others: leave a legacy for family or organizations through charitable planning.
Knowledge and understanding are incredibly empowering. With these come increased confidence in decision making and peace of mind.
We are adding to our team! SKWealth is currently seeking a qualified individual to serve as a Financial Paraplanner to work as part of our team to assist with the generation of comprehensive financial plans and provide planning and administrative support to the team. In this important role, you will: Prepare materials and attend…
Looking to get your finances in order in the New Year? Take part in Financial Fitness: Money Management for Millennials, a series of workshops that will help you gain the skills you need to set and manage a budget, start investing, and learn how to finance that next big purchase. Cheryl…
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…