Welcome to SKY Investment Group
At SKY Investment Group, we believe that every client’s financial journey is unique. That’s why we offer tailored investment strategies designed to align with your goals, values, and long-term vision. Our team is dedicated to helping you make informed decisions, preserve your wealth, and build a lasting legacy.
Strategies Designed Around You
Your financial future deserves more than a one-size-fits-all approach. We specialize in creating customized solutions that reflect your specific needs and priorities. With a strong focus on financial education and multi-generational planning, we provide the guidance and resources to help you navigate today’s complexities and prepare for tomorrow’s opportunities.
Who We Help
Private Clients & Families
We cater to the specific investment needs of individual clients and families.
Professional Advisors
We provide professional advisors with a full complement of services.
Charitable Endowments
We provide personalized service to guide your charitable organization through the investment process.
How We Help
Investment Objectives & Planning
We focus on understanding your personal situation, financial position, and aspirations.
Proprietary Systems
Our systems provide you with highly personalized investment management and related services.
Portfolio Risk Management
We work with you to manage the investment risk process.
Trust & Wealth Management
Our relationships with planning firms can be a valuable resource to assist you with wealth management planning issues.
Wealth Planning for a Clearer Tomorrow
At SKY Investment Group, we believe that true financial success comes from truly understanding each client and seeing their full picture. That’s why our advisors in Hartford take a holistic approach to wealth planning—integrating tax strategy, investment management, retirement planning, and estate planning into a cohesive, forward-thinking blueprint.
Whether you’re building a legacy to pass onto your family or preparing for a secure retirement, we provide asset management advice tailored to your unique situation. Our goal is to help our clients protect their wealth today and grow it for a more confident tomorrow.
By aligning all facets of your financial life, we guide you through complex decisions with clarity and purpose so you can move forward with peace of mind and a plan that’s built to last.
“Our goal is to simplify client’s lives by being their trusted advisor for all of their sophisticated investment, personal finance, major acquisitions, and lifestyle needs.”
— Kendall Bolt, CEO of SKY Investment Group
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Info
Address
One Financial Plaza
Suite 1210
Hartford, CT 06103