
THE EMPOWERMENT OF HAVING A “PERSONAL CFO”
Experience financial planning and wealth management the way you want it.
Every decision you make today moves you one step closer or one step further away from your aspirations.
No one can predict the future, but you can ensure that future is on solid ground by making smart decisions to help achieve your goals. SKG can help with proper planning and expert guidance to make sure your decisions are based on a complete, objective understanding of your whole financial reality.
Every day at SKG, we dedicate ourselves to finding all opportunities available in the financial world of market performance, tax implications, asset allocation, and investment strategies, but also being mindful of potential pitfalls that we should avoid.
SKG provides peace of mind and stability for your financial health by consistently contributing objective knowledge and designing a financial vision that is strategic and achievable—on your terms.

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

Corporate Education
Financial literacy programs taught in Fortune 500 companies nationwide.

Ben Soccodato and Chris Kampitsis named as Forbes 2022 Best-In-State Wealth Advisors
Forbes has partnered with Shook Research to find and release a list of 2022's 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. See Ben and Chris's profiles below!
DISCOVER YOUR INVESTMENT RISK LEVEL
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.