Simon Kelvington | Wealth Management
Care and Expertise to Help you Thrive
Financial advisors like to talk about the value of tax planning in wealth management. But few have the experience and training we at SKadvisors have. We are CPAs and financial fiduciaries and have been for several decades.
When retirement planning and tax planning are combined, it is an incredibly powerful tool to keep your money working for you.
SKadvisors is a fee-only investment advisor providing advisory services. We can assist you in achieving financial stability, security, and the independence you desire. We value you and the uniqueness of your needs and goals.
Independent & Privately Owned
Fee Based Only
SKadvisors is not owned or operated by a broker/dealer. We have access to a broader range of products than those typically available to representatives working on a sales commission basis or those limited to mostly proprietary products. Independence enables us to offer you more options to meet your specific goals.
Fees charged by SKadvisors are based solely on client assets under management. We do not receive commissions for our trades or product selection, nor are we compensated by any custodian, brokerage house, or investment company. We are paid only by our clients, and for this reason, our interests are aligned with those of our clients.
Why Choose SKadvisors
Our Services
Financial Planning
To achieve your financial goals, you need a personalized plan. SKadvisors provides exactly that through financial tools and our expertise.
Investment Management
Investing with a focus on tax implications can increase your wealth dramatically. We invest your money in a way that is best for you in your circumstances.
Retirement Planning
Retirement should be something that you can look forward to, not wonder when it will come. Allow us to help you see your bright future.
Tax Planning
As CPAs, we have the distinctive ability to marry retirement planning with effective tax planning to grow and protect your wealth.
