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.
First introduced in 1963, the Chartered Financial Analyst designation, or CFA charter, has become the most respected and recognized investment credential in the world.
Regulatory bodies in many countries require investment professionals to pass one or more levels of the CFA Program to practice in their jurisdictions. Some even recognize the designation as a proxy for meeting certain licensing requirements.
The CFA Program reflects a broad Candidate Body of KnowledgeTM (CBOK) developed and continuously updated by active practitioners to ensure that charterholders possess knowledge grounded in the real world of today’s global investment industry.
To earn a CFA charter, you must have four years of qualified investment work experience, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct on an annual basis, apply for membership to a local CFA member society, and complete the CFA Program.
The CFA Program is organized into three levels, each culminating in a six-hour exam. Completing the Program takes most candidates between two and five years (there is no limit to the number of times you can take each exam), but you can take as long as you need to complete the program.