Stephen K. Mulhall Jr.

I am Stephen K. Mulhall Jr., the president and wealth advisor at SKM Wealth Management, bringing over 20 years of experience in managing the financial needs of high-net-worth individuals and families. As an Accredited Asset Management Specialist (AAMS®), I have honed my expertise in investment strategies, financial planning, and wealth preservation, with a deep understanding of the unique challenges and opportunities faced by affluent clients.

Throughout my career, I have been committed to providing personalized, fiduciary advice that aligns with each client’s individual goals and values. I take a holistic approach to wealth management, ensuring that every aspect of a client’s financial plan is integrated and optimized for long-term success. My in-depth knowledge of investment management, tax reduction strategies, and estate planning enables me to craft comprehensive, customized solutions that deliver results.

I am passionate about building lasting relationships and educating clients, empowering them to make informed decisions about their financial futures. My dedication to integrity, care, and education has earned me a reputation as a trusted advisor, guiding clients through life’s financial complexities with confidence and clarity.