SK Wealth Management, LLC

SK Wealth Management provides fee‑only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm manages approximately $639 million for about 319 client relationships and operates with a six‑advisor team across five offices.

The firm emphasizes asset allocation as the primary driver of portfolio results and combines strategic and tactical asset allocation frameworks, implementing portfolios largely through mutual funds and ETFs and, when appropriate, interval funds or socially responsible funds with acknowledged limitations. SK Wealth typically manages accounts on a discretionary basis, conducts regular portfolio and planning reviews, and coordinates with other specialists as requested as part of its fiduciary responsibility.

Distinctive features include a multi‑office footprint and an affiliation with the accounting firm Sansiveri, Kimball & Co., LLP, which enables coordinated tax planning and, for certain clients, tax return preparation under separate engagement terms. The firm also requires its planners to be CFP certificants or CPAs (or working toward those credentials) and discloses controlled use of firm‑approved generative AI tools for drafting and meeting documentation, with safeguards to protect client data and preserve personalized advice.