About SK Wealth Management | Fee-Only Financial Planner
SK Wealth Management LLC is a reputable financial advisory firm that provides personalized, thoughtful guidance to its clients. The team, led by Mackenzie Richards and Kim, is praised for their expertise, genuine care, and commitment to helping clients achieve their financial goals. They take the time to understand each client's unique situation, explain the process thoroughly, and develop a clear plan to guide them. Clients appreciate the firm's knowledgeable, efficient, and friendly staff, who make them feel comfortable and present various options tailored to their financial needs. Overall, SK Wealth Management is highly recommended for its professional, thorough, and organized approach to financial planning and management.
Mackenzie (Mac) and his team were incredible to work with. From the start, they made us feel comfortable and truly listened to our needs before putting together a comprehensive financial plan. After working with them, my wife and I feel much more confident about both our financial present and future. They helped ease our anxiety, and we are very grateful. We highly recommend them!
SK is helping me with retirement planning (yay!) & estate planning (less yay!)
Everyone there is very knowledgeable, and very helpful. Working with SK is time and money well spent.
This firm is committed to customer support and service. We have been lucky to work with Christine Barry, Andrew Cayer and Matthew Neyland, who are extremely competent and have endless patience with our requests and questions.