William J. Cuba, Jr., CLU, ChFC, James Curtis, CLU, Matthew Nerone, and Jonah J. Watt bring over 90 years of combined experience to every client relationship. As independent advisors, we access the full marketplace to find solutions that are genuinely in your best interest.
Tailored strategies for every stage of your financial journey.
Comprehensive analysis of your entire financial picture with personalized recommendations and ongoing support to help you reach your goals.
Needs-based investing tailored to your individual risk tolerance, timeline, and financial goals with access to the full marketplace.
Holistic wealth management combining investment management, tax planning, estate preparation, and asset protection strategies.
Comprehensive retirement strategies from savings optimization to Social Security planning and income distribution for your golden years.
Strategic education savings plans to help your children and grandchildren achieve their educational goals without compromising your finances.
Comprehensive insurance analysis and protection strategies ensuring you, your assets, and your family are properly covered.
Compassionate, experienced guidance for those navigating the financial complexities of divorce or the loss of a spouse.
Proactive tax planning strategies to minimize your lifetime tax burden and keep more of what you earn, invest, and pass on.
Exit planning, succession strategies, employer 401(k) plan management, and business transition guidance to protect and maximize the value of your life's work.
Advanced tax planning, estate strategies, and multi-generational wealth coordination for clients with significant assets.
You have the income — we help you build the wealth. Strategic planning for high earners not yet rich.
SKG Wealth Management offers comprehensive financial planning, investment strategies, wealth management, retirement planning, education planning (including Pennsylvania 529 plans), insurance planning, and specialized high net worth wealth management services. We serve clients in DuBois, Clearfield County, Jefferson County, Elk County, and throughout northwestern Pennsylvania.
Yes, SKG Wealth Management is fully independent. We are not captive to any single financial company, which means we have no quotas to meet and no proprietary products to push. We utilize an open architecture approach, accessing the full marketplace of financial products and companies to find solutions that are genuinely in your best interest.
Our team of four financial advisors — William J. Cuba Jr. (CLU, ChFC), James Curtis (CLU), Matthew Nerone, and Jonah J. Watt — brings over 90 years of combined experience in the financial services industry.
Yes, your initial consultation with SKG Wealth Management is completely free and comes with no obligation. We spend time understanding your situation, discussing your goals, and explaining how our financial planning process works. Call us at 814-371-5277 to schedule your first meeting.
Yes, we specialize in IRA rollovers from employer retirement plans including 401(k), 403(b), and 457 plans. A direct IRA rollover can preserve tax advantages and give you more investment flexibility. We help you understand all your options and execute the rollover properly.
SKG Wealth Management is located at 100 Meadow Lane, Suite 1, DuBois, PA 15801. We serve clients in DuBois, Clearfield, Punxsutawney, Brookville, St. Marys, and throughout Clearfield County, Jefferson County, Elk County, and northwestern Pennsylvania. We also serve clients in many other states.
Schedule a no-obligation consultation with an experienced financial advisor in DuBois, PA.
