Trusted Wealth Management in Wethersfield, CT

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 strategies 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 (ie CPAs, attorneys, etc) and make sure your financial plan is cohesive, organized, and executed in the most efficient way possible. 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, everyone knew each other for the most part. At an early age, I developed a passion for understanding what was most meaningful for my community around me. I listened. As I grew older, I thought about how to serve the needs of individuals and families that have a variety of needs. My passion for helping people in conjunction with my strength with numbers, ultimately led me into a career in wealth management. After earning my degree in business and finance, I embarked upon a career, spanning more than 20 years, in corporate and private wealth management roles. This ultimately led me to found 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.