SK Wealth 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. This holistic approach allows for the making of very informed decisions and provides a level of trust and confidence.

SK Wealth offers fee-only comprehensive personal financial planning and investment management services that reach beyond traditional expectations. 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 comprehensive road map that will stand the test of time.

Our team is comprised of engaged and enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. To ensure you receive the best advice possible, you will work with a team of Certified Financial Planners™ and Certified Public Accountants. In addition, our sister company is Sansiveri, Kimball & Co., LLP – a business consultancy and public accounting firm. Combine our in-house professionals with our extensive network of attorneys, insurers, and specialists in a wide range of disciplines, we are prepared to proactively address your issues with an integrated, multi-pronged approach.

Unlike other financial planning firms, the professionals of SK Wealth 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.