Our Services
Your financial life is bigger than your portfolio, and it deserves a team that sees all of it.
At SKY, we manage portfolios of individual stocks and bonds you own directly, and we coordinate that strategy with everything around it; your retirement income, your tax picture, your estate, and the future of your business. As an independent, fiduciary firm in Hartford, Connecticut, we answer only to you.
Investment Management
Portfolios of individual stocks and bonds you own directly, built on research and held with buy-and-hold discipline.
Wealth Management
Your personal CFO for the decisions that shape your future, connecting every part of your financial life into one plan.
Retirement Planning
A clear, tax-aware plan for turning what you have built into dependable income for your next chapter.
Portfolio Risk Management
A disciplined process that reviews your accounts every day, so problems are caught early and you can rest easier.
Estate and Legacy Planning Family First, Always.
Working alongside your estate attorney and CPA, we make sure your financial strategy and your estate plan tell the same story, so your wishes are clear and your family is cared for. We coordinate the financial side; the legal documents stay with your attorney.
One Team for Your Whole Financial Life
Wealth brings opportunity, and it brings complexity. A business sale, a tax question, a shift in the markets, a decision about what to leave your children; each one touches the others. We sit at the center of those decisions and keep them working together for you and your family.
Think of us as your personal CFO. We manage your investments, design your retirement income, and coordinate directly with your CPA, estate attorney, and other advisors. You get one team that knows your whole story and keeps every piece moving in the same direction.
Behind that coordination is technology most firms our size don’t have. Our proprietary systems reconcile your accounts every day, flag unusual activity as it happens, and let us report on your full picture in whatever form is most useful to you.
What We Coordinate
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.