Pragmatic wealth management for families and individuals

Pragmatic wealth management for families and individuals

At Skillen Investment Management, we provide all of the financial services that your family needs under one roof. As you go through the various stages of life, your financial goals will change and having an advisor who will help you navigate through these important life events can help make the transitions easier. As a working family, you face many competing priorities, such as saving for retirement, planning for your child’s education, job interruption, buying a home, or looking after aging parents, and many others. By understanding your family’s unique situation, we can help you create a solid financial roadmap and give you peace of mind about your financial future.

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Insurance & Annuities
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer
  • Risk Management