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