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.
SKNOW (Sansiveri Kimball Navigating Opportunities for Women), a joint collaboration of SKWealth Management, L.L.C. and Sansiveri Kimball & Co., L.L.P. is actively involved in seeking networking opportunities, training, and events that help promote growth and development for its members and their business. Fully supported by the partners at the firm and led by an executive committee, SKNOW was formalized in 2011 to further support female employees.
State of Women-Owned Businesses 2014
Improving Economy; Worsening Divorce Rate
Traits of a Good Investor and How Women Can Make the Most of Them The Retirement Income Gender Gap-Dealing With a Shortfall Four Things Women Need to Know About Social Security