Strategic Wealth Management Services SKY Investment Group
Financial Planning That Makes the Most of Your Unique Situation
Wealth creates opportunity, but also complexity. Market volatility, tax exposure, and an endless stream of financial products can cloud the big picture. At SKY Investment Group, we help turn this complexity into clarity, with tailored strategies built for your life, your goals, and your future. Based in Hartford, CT, we provide wealth management services to individuals, business owners, and executives across the nation.
As an independent, fiduciary firm, we provide objective advice—free from product sales or commissions—focused solely on your best interests and your goals.
A Personalized Approach to Wealth Management
Wealth management should do more than grow your portfolio. It should bring order to your financial life, align your resources with your goals, and remove the uncertainty from key decisions. At SKY, we tailor your financial strategy to your stage of life, responsibilities, and ambitions, building an evolving plan that always reflects the full picture.
Our team combines:
Our team works as your personal CFO, guiding you through the day-to-day decisions and the bigger questions that shape your future.
We Build Investment Plans as Unique as You Are
We serve investors who value transparency, objectivity, and discipline. That means no cookie-cutter portfolios or pre-packaged funds. We build investment strategies based on deep research, your risk tolerance, and your time horizon. When we recommend a specific security, you’ll hear from us directly with the rationale behind the decision and how it fits within your broader objectives.
Whether you’re an executive planning a major liquidity event or an entrepreneur navigating the next phase of business ownership, we help you invest with purpose.
Our strategies are designed to:
Financial Strategy for Today. Security for Tomorrow.
As a Hartford-based firm, we understand the unique needs of professionals and families in New England. Our clients often face a unique mix of challenges: multi-generational wealth transfer, high state and local taxes, and the complexities of owning businesses or property in the region. We bring experience across a broad spectrum of financial management services, including:
- Comprehensive portfolio review and rebalancing
- Retirement income design
- Tax-aware planning for multi-state households
- Legacy and charitable planning with New England institutions
- Education funding and family wealth planning
- Compensation strategy for executives and key employees
- Business transition and liquidity planning
No matter how complex your financial life becomes, our goal is to deliver peace of mind. We hope to make sure you always understand where you stand and where you’re headed.
Begin Your Wealth Management Journey Today
Your financial life deserves more than fragmented advice. SKY Investment Group offers a client-first experience that connects every piece of your strategy into one cohesive plan.
If you’re seeking a team that will design, implement, and continually review a solution tailored to your unique goals, we’re here to help.
Let’s build a plan that’s as sophisticated as the life you’re creating.