Broker Check
<br/><h2><span>BE EMPOWERED BY A &#8220;PERSONAL CFO&#8221;</span></h2><br/>


BE EMPOWERED BY A “PERSONAL CFO”


Experience financial planning and wealth management the way you want it.

Book a Consultation


  

Every decision you make today can move you one step closer to your aspirations. 

The SKG Team provides financial planning techniques and expert guidance to help ensure your decisions are based on a complete, objective understanding of your whole financial reality, placing you in a solid position to achieve your goals. We dedicate ourselves to finding opportunities in the financial world of market performance, tax implications, asset allocation, and investment strategies, while also protecting you from potential pitfalls.

Put your financial future on solid ground. SKG strengthens your financial health by providing a wealth of knowledge and building a strategic and achievable financial vision — on your terms. 

Individuals &#38; Families

Individuals & Families

Find out how a “Personal CFO” relationship creates time and value.

Learn more
Business Owners

Business Owners

Planning to grow your business or exit in the next 5 years? We can help.

Learn more
Corporate Education

Corporate Education

Financial literacy programs taught in Fortune 500 companies nationwide.

Learn more
Career Transitions

Career Transitions

Comprehensive financial planning during a career transition.

Learn more
For the 2nd Year in a Row, Ben Soccodato and Chris Kampitsis named as Forbes Best-In-State Wealth Advisors

For the 2nd Year in a Row, Ben Soccodato and Chris Kampitsis named as Forbes Best-In-State Wealth Advisors

Forbes has partnered with Shook Research to find and release a list of the best wealth advisors nationwide. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Ben and Chris have made this list in 2022 and 2023.

Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®

Chris Kampitsis, CFP®, ChFC®, CEXP™, RICP®, CFBS®, AIF®

2023 Best-in-State Wealth Advisors

DISCOVER YOUR INVESTMENT RISK LEVEL

What type of investor are you?
Take advantage of Riskalyze, a free survey we offer to help clarify your risk tolerance. Knowing your risk tolerance helps you better
understand your money mindset and helps us serve you better to meet your expectations.