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.
SKWealth uses both internal and external research to develop our asset allocation models.
Mutual funds and ETFs are excellent vehicles for efficiently investing within our predetermined asset allocations. SKWealth has access to the mutual fund and ETF universe through our custodial relationship with Charles Schwab & Co.’s Institutional Division. Individual fund and ETF selection is made using analytical screens that weigh many factors, including (but not limited to) historical performance, adherence to stated investment objective, management status, tenure, portfolio size and internal fund expenses. The most important aspect of any investment decision is how it fits into the overall portfolio and helps us manage the risks.
For some clients, we will consider using separately managed accounts. Separately managed accounts utilize individual securities (i.e. stocks and bonds) and are managed by specialist money managers. Managed accounts are generally appropriate for high net worth clients, where the emphasis is on tax efficiency. The managers of these accounts are subject to the same due diligence standards applied to our mutual fund and ETF selections.
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
Although women have a distance to go before achieving true pay equality; their positive effect on the business world is detailed in this article. The article goes on to illustrate how women-led companies typically outperform their benchmarks; which is positive for investors. At SKWealth, our Sustainable and Impact portfolio is screened…
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…