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.
All investment managers should be held accountable to predetermined benchmarks for measuring performance. At SKWealth, we subscribe to various sources that supply us with hundreds of benchmark measures, performance figures for all investment types (mutual funds, ETFs, stocks, bonds, etc.) along with various risk measures. We also design custom benchmarks to meet each individual client’s unique risk/return profile.
SKWealth will electronically and securely supply quarterly performance reports on a regular basis. We have access to transaction and pricing data on a daily basis, and our portfolio management software enables us to provide comprehensive reporting on demand. In addition, our clients receive monthly statements directly from the custodian.
Our reporting system can generate rate of return calculations for any period desired. Our reports also summarize activity for the period and will compare investment positions to a client’s documented allocation policy. A financial planner and the Director of Investments will formally review each client’s portfolio at least once a month. All financial planners and the Director of Investments are reviewers.
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