If you are just beginning to accumulate wealth and want to invest more beyond a 401K, but don’t want to pay higher fees associated with investment managers, there is now an option.
Our partnership with Charles Schwab allows you to set-up an on-line account that is easily accessible, and takes into consideration your risk level and your investment strategy.
We provide consultation and support to our clients that select SKWealth Digital as part of the benefit of using the on-line account through Charles Schwab. There are a number of services to which you have access.