Built for families who take wealth seriously.
Our clients are high-net-worth families and business owners across Connecticut who are looking for a team that understands the discipline it took to build this kind of wealth, and who will still be at the table for what comes next.
Strategies Designed Around Your Family
You worked incredibly hard to build this life. We work just as hard to help you protect it.
Whether it’s a business with its own timeline or a family with their own dynamics, your wealth is a legacy that deserves to be handled with deep intention. The right wealth management relationship honors that complexity rather than simplifying it into a model.
That’s why we don’t use standardized templates or pre-packaged investment models. We prefer to sit down, listen to your whole story, and build a plan around the people you love. That means creating a strategy tailored to your exact life, answering your questions before you even have to ask them, and helping ensure your spouse and children feel completely supported.
Who We Help
Does this sound like you?
You built it yourself.
You understand the discipline it took to accumulate wealth, and you expect your advisor to understand that, too.
Your financial life has gotten complicated.
You may have multiple accounts, a business that is approaching a transition, or a spouse who deserves to be fully in the picture.
You want continuity, not a rotation.
You have lived through advisor turnover, and you know what it costs in taxes, lost context, and starting over.
Your family is always part of the conversation.
You want your spouse informed, your children prepared, and your legacy handled with the same care you used to build it.
A Different Kind of Relationship.
Investment management is where most client relationships begin. Over time, our work expands to cover every dimension of your family’s financial life: planning, risk management, generational wealth transfer, and the pieces in between.
You own what you own.
Most wealth management firms place your money into funds, models, or packaged products you did not choose and may not fully understand. At SKY, every client holds individual stocks and bonds; selected with discipline, owned outright, and completely visible. Every position in your account is there for a reason, and you can see exactly what it is.
The same team and the same philosophy, year after year.
Every advisor transition brings new trades, new tax events, and the burden of rebuilding trust from scratch. SKY’s advisors were trained inside this firm on the same investment philosophy held since founding. The result is a team you never have to re-introduce yourself to; one that already knows your family, your history, and your plan.
We reach out before you have to.
Many clients arrive with accounts that are administratively scattered and overlooked. That changes on day one.
We believe every client deserves proactive, detail-driven service. When tax laws change, a Roth conversion window opens, or something in your financial picture warrants a conversation, we call you.
Your whole family is part of the plan.
A portfolio managed in isolation from the family it serves is only doing half the job. We work with spouses, adult children, and the next generation to help make sure everyone understands the plan, trusts the team, and is prepared for the responsibility that comes with meaningful wealth.
“The non-negotiable is really simple: clients first, not last.”
— Robert Bingham, Founder, SKY Investment Group
The people you see on the About page are who answer the phone, walk through the door, and show up for your family when it matters most.
Insights from SKY
Timely perspectives on the topics that matter to Hartford County families.
You Deserve to See the Full Picture
Our first step together is a complimentary Full Picture Conversation. We take this time to sit down and map out how each piece of your financial life connects, giving you a clear view of exactly what’s working, what isn’t, and what to do next.