SKM Wealth Management, LLC
Guiding Your Wealth With Education, Creativity, and Integrity
Trusted Wealth Management in Wethersfield
As an independent registered investment advisor in Wethersfield, CT, I am dedicated to helping individuals and families achieve financial success. I focus on understanding your unique situation to provide tailored guidance with a trusted process. With more than 20 years of experience, I offer personalized wealth management to ensure your financial security for today and the future. Reach SKM Wealth Management, LLC at (203) 518-0329 to get started.
Tailored Strategies for Success
In my approach to wealth management, I prioritize a holistic focus on your financial needs. I build customized strategies that align with your long-term goals, ensuring clarity and understanding at every step. My independent, fiduciary approach allows me to collaborate with your existing advisors and make sure your financial plan is cohesive and effective. Every decision is made with your best interests in mind, ensuring a smooth and secure financial journey.
Virtual Consultations
Schedule flexible virtual meetings to discuss your financial goals from anywhere, ensuring convenient access to expert advice whenever you need it.
Transparent Fee Structure
Clear, upfront communication on all fees to ensure transparency and avoid surprises, making sure you understand exactly what you're paying for and why.
Personalized Financial Plans
Tailored financial strategies designed to align with your unique goals and needs, helping you achieve financial stability and long-term success in a customized way.
Goal-Oriented Financial Strategies
Develop actionable plans to meet your short- and long-term financial objectives, ensuring you stay on track to achieve your financial dreams efficiently and effectively.
Building Lifelong Relationships
Growing up in a small Connecticut town, I developed a passion for numbers and meaningful conversations. After earning my degree and spending 20 years in corporate wealth management roles, I founded SKM Wealth Management in 2025. My mission is to provide a more personalized approach to wealth management, focusing on building lasting relationships and guiding you through every financial challenge, helping you secure a prosperous future.