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Let’s Start with Your Full Picture Conversation

You built what you have by paying attention to what matters. Your wealth deserves the same.

When you work with SKY, you’re choosing a firm built around one commitment: Your interests come first, always. The Full Picture Conversation is where that commitment begins.

Together, we’ll look at everything in your financial life, from your investments and estate to the people you care for most. The goal is to understand where things stand today, surface what may have been overlooked, and give you a clear sense of what the years ahead could look like with a team that’s proactively watching all of it.

Here’s what we’ll cover:

  • Where Things Stand Today. A complete view of your financial picture and how all the pieces connect.
  • What’s Been Missed. The gaps and questions no one has raised yet.
  • The Family Conversation. Who needs to understand your wealth, your wishes, and the responsibility that comes with both.
  • What Working with SKY Looks Like. Your portfolio is individually owned, held long-term, and you see exactly what you hold and why.

After your conversation, you’ll receive a written summary of what we found and what we’d recommend addressing first.

Contact SKY Investment Group

SKY is located in downtown Hartford with convenient parking. Click here for the detailed directions page or click here to go to the directions to the parking garage via Google Maps.

Info

(860) 761-9700
(860) 761-9797
info@skyig.com
Directions

Address

One Financial Plaza
Suite 1210
Hartford, CT 06103

Proudly serving families and professionals throughout Hartford, West Hartford, Hartford County, Connecticut, New England, and the United States.

We welcome your questions about our investment management services. Please do not send confidential information via email.

Frequently Asked Questions

  • What makes SKY different from other wealth management firms?

    We’re independent, fee-only, and fiduciary. We don’t work with any particular custodian, we don’t charge commissions, and our only obligation is to your interests. Your portfolio consists of individually owned stocks and bonds held long-term; you see exactly what you own and why. We manage for buy-and-hold discipline and tax efficiency, not portfolio turnover.