Legacy Planning
Legacy planning is about leaving behind more than just assets—it's about creating a meaningful impact that reflects your values. I work with you to structure your wealth and legacy, ensuring that your financial story lives on. Whether through philanthropy or succession planning, I guide you in preserving and passing on your wealth in a way that aligns with your personal values and vision.
- Philanthropic Planning
- Succession Planning
- Intergenerational Wealth Education
I help you create a philanthropic plan that reflects your values while offering tax benefits. My succession planning ensures that the next generation is prepared to manage your wealth, while my intergenerational wealth education helps ensure your legacy is passed down effectively and with purpose.
Secure Your Financial Future
At SKM Wealth Management, LLC, I’m committed to guiding you toward a secure financial future. Let’s connect and create a tailored strategy for your wealth management needs. Together, we’ll navigate your financial journey with integrity, care, and education.
Contact
Location
Wethersfield, Connecticut