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.
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Kathy is a Senior Paraplanner with SKWealth. She joined the firm in 2003. Kathy participates in client meetings to assist with their planning needs, and works as part of the team to generate comprehensive financial plans that coordinate clients’ current and future goals. She has an extensive background in personal finance and credit counseling, having assisted clients in all aspects of budgeting techniques and debt management. She assists in coordinating marketing and special events for the firm.
While in credit counseling, Kathy worked with Consumer Credit Counseling Service Credit for Life Fair which helped to educate high school seniors on managing their personal finances. She also presented seminars in various high schools to educate students on managing their spending.