SKP Wealth

SKP Wealth provides fee-only wealth management, ongoing and project-based financial planning, and retirement-plan consulting to individuals (including high-net-worth clients) as well as a range of institutional clients such as pension and profit‑sharing plans, charitable organizations, and other institutional sponsors. The firm also offers donor-advised fund services through Schwab Charitable and conducts educational seminars and workshops for groups and organizations.

The firm structures client work around written investment policy statements and individualized plans, combining passive and active strategies, Modern Portfolio Theory principles, and the selective use of alternatives and ESG options where appropriate. Its principal is a licensed CPA and the advisory model explicitly integrates tax and accounting considerations, including referrals to an affiliated accounting firm (Sakura Partners LLC) for more in‑depth U.S. and international tax advisory and compliance work.

Compared with many independent advisers, SKP Wealth’s practice unusually blends retail wealth management with pension consulting and institutional retirement‑plan fiduciary responsibilities under ERISA, and it explicitly serves charitable organizations. The firm’s small client base, tiered subscription “financial wellness” services, seminar offerings, and participation on a donor-advised fund platform together reflect a broader mix of practice areas than is typical for similarly sized independent advisory firms.