A complete list of active advisors currently associated with SKM Wealth Management, LLC

Warmer can help you find a great advisor at SKM Wealth Management, LLC or one who fits your needs even better.

SKM Wealth Management, LLC provides asset management and financial planning and consulting to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management alongside standalone planning engagements. The firm reports about $34.5 million in assets under management across roughly 31 client relationships and documents client goals, risk tolerance, and time horizons to tailor services. The firm’s investment approach uses strategic asset allocation and core‑satellite techniques, and may incorporate fundamental and technical analysis as well as tactical adjustments; cash is treated as an asset class and accounts are reviewed at least quarterly. SKM may engage third‑party sub‑advisors to manage portions of client portfolios and retains authority to select and terminate those sub‑advisors, and it requires use of a specified custodian for client accounts. A noteworthy feature is that the firm’s principal maintains a licensed insurance practice and spends a small portion of time selling insurance products, earning commissions for those sales — a conflict disclosed in the brochure and described as mitigated through disclosure and the firm’s fiduciary obligations. Other operational distinctions include a stated household account minimum of $500,000 and a policy that the firm does not vote client proxies (clients vote their own), which differs from some peers.

To learn more about the advisors currently working at SKM Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.