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 clients experience a financial peace of mind by participating in an engaging, evergreen, fee-only financial planning process that serves as a foundation for protecting and growing portfolios. The Integrated Financial Advantage™ is a holistic approach allows for the making of very informed decisions. This process provides a level of trust and confidence in your decision making. Whether your present goal is to fund education, save for retirement or long-term healthcare, or merely to coordinate your financial and estate plans, you need a road map that will stand the test of time. SKWealth offers robust personal financial planning and investment management services that reach beyond traditional expectations.
Our training and experience allow us to see the big picture, integrating your objectives and goals with Federal and state income tax strategies and estate planning needs. Our CERTIFIED FINANCIAL PLANNERS™ hold the “gold standard” in certifications, and work directly with you to design a personal financial plan that prepares you for a secure future and protects your accumulated assets.
Unlike other financial planning firms, the professionals of SKWealth do not receive commissions. Our fee-only philosophy ensures that only the most appropriate financial products will be selected to fit your particular situation and profile. We represent you-not the financial services industry.