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.
How Can You Fight the Effects of Inflation? Inflation is one of the reasons people–especially those in their 20s and 30s–are often surprised by the amount they will need to save for their retirement. Inflation pushes future costs higher: as a result, the nest egg needed to produce the income you want would need to…
SKWealth Podcast – Episode 9 Have you have ever thought about buying, renting or selling a vacation home? This episode covers it all. Matt Neyland, Director of Investments at SKWealth, will interview Mike Minore, Real Estate broker and co-owner of Coldwell Banker Pat Shultz Real Estate located in Provincetown MA, who…
SKWealth Podcast – Episode 8 Volatility is back in a big way in the financial markets. In this episode Matt Neyland, Director of Investments at SKWealth, will continue his discussion with Mike Arone, Managing Direct and Chief Investment Strategist at State Street Global Advisors and Steve…
SKWealth Podcast – Episode 7 The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. In this episode, Matthew Neyland, CFA, CAIA will be joined by