Tuesday, April 30, 2024
Call Today: (814) 371-5277

Financial Advisors

Download the Osiac Wealth Form Customer Relationship Summary – Form CRS (PDF)

Matthew NeroneMatthew Nerone is an experienced and knowledgeable Financial Advisor with 16 years in the Financial Services Industry.  Mr. Nerone is ready to work with you to ensure you and your family's financial future.  He has a Bachelor of Arts degree from West Virginia University, is Series 7 and Series 66 certified, along with a Life Accident and Health License.  Over the years he has worked with his clients to help them choose various investments for financial, education, retirement and insurance planning, including IRAs, 401Ks, 529 plans, and life, disability, and long term care insurance.

SKG Wealth Management is located in the Swift Kennedy Insurance Group office at 100 Meadow Lane, Suite #100, DuBois, PA  15801.

Matthew NeroneWilliam J. Cuba Jr., CLU, ChFC, is an Independent Financial Advisor.  Bill has been helping clients plan for their financial future since 1999 when he began his career with Morgan Stanley.  He has also worked for Mellon Private Wealth Management and Ameritas Financial Services before becoming an independent advisor in 2011.  Along with his partners, Jim Curtis and Matt Nerone, they formed SKG Wealth Management in April of 2019. 

At SKG, Bill provides a comprehensive financial planning approach by determining a client’s goals and complete financial background before making any investment recommendations.  As a fiduciary advisor, he is required by law to act solely in his client’s best interest at ALL times and to put those interests before his own. 

Bill lives in DuBois with his wife Keri and his two children, Emma and Will.  He is actively involved in the community, most notably volunteering his service to children and adults with disabilities.  He is currently the Director of the DuBois Challenger Baseball League and serves on the Board of the Arc of Jefferson and Clearfield Counties, where he also serves as Co-Chair of their annual Run Walk for Someone Special.

SKG Wealth Management is located in the Swift Kennedy Insurance Group office at 100 Meadow Lane, Suite #100, DuBois, PA  15801.