Experience financial planning and wealth management the way you want it.
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.
Find out how a “Personal CFO” relationship creates time and value.
Planning to grow your business OR exit in the next 5 years? We can help.
Financial literacy programs taught in Fortune 500 companies nationwide.
Comprehensive financial planning during a career transition.
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!
Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Chris Kampitsis, CFP®, ChFC®, CEXP™, RICP®, CFBS®, AIF®
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