Financial Advising & Wealth Management
Near Stamford, CT
Managing your finances shouldn’t feel like a second job. At SKY Investment Group, we help high-net-worth families and individuals in Stamford cut through complexity and take control of their financial future.
You’ve built something valuable. Now it’s time to protect it, grow it, and pass it on with a strategy that reflects your life, not a generic playbook.
Our financial advisors offer investment management, wealth planning, and retirement advice designed for individuals and families who are busy, often overwhelmed, and want a professional team that gets it right the first time.
Personalized Financial Planning Aligned With Your Priorities
We don’t start with products. We start with people. And the first question is always:
“What part of your financial life needs more focus right now?”
We help Stamford individuals and families:
Based in Hartford, CT | Serving Stamford and clients across Connecticut
Our team brings years of experience and, just as importantly, a genuine interest in the people we serve. We help you simplify your financial life, delegate with confidence, and make informed decisions.
A Wealth Management Team Serving Stamford and Beyond
Our advisors work with:
Families facing complex estate planning and multi-generational wealth transfer
Business owners preparing to sell or already managing new liquidity
Professionals juggling retirement, education, and caregiving at once
Widows or single parents who’ve recently stepped into a financial leadership role
Dual-income couples navigating career growth, childcare, and long-term planning
First-generation wealth builders looking for guidance they can trust
We help clients who are short on time and carry significant responsibility—professionals and families who have achieved success, and recognize the value of expert guidance. They want clarity, not complexity. Our team provides structured support, proactive insight, and consistent communication so important decisions get made with confidence.
Services We Offer
→ Investment management and personalized portfolio design
→ Tax-aware retirement planning and income strategy
→ Estate and wealth transfer planning
→ Financial planning for major life transitions
→ Support for families dealing with aging parents, college costs, or business sales
→ We work across generations, helping clients organize today and plan for what’s next.
If you’re looking for a financial advisor near you in Stamford, CT who delivers consistent value and long-term support, we’d love to connect.
Talk with a Financial Advisor Today
SKY Investment Group helps Stamford clients take control of their wealth with confidence. From investment strategy to estate planning, we offer guidance that fits your life.
We can help simplify complexity, safeguard what you’ve built, and support your family’s long-term success.