Guiding your financial success

About

SKG team photo

William J. Cuba, Jr., CLU, ChFC, James Curtis, CLU, and Matthew Nerone have over 85 years of combined experience in the financial services industry.
Our office is located in the Meadow Lane Office Complex, inside the offices of Swift Kennedy Insurance Group in DuBois, PA.

Our promise is to provide you with non-biased financial advice, solely in YOUR best interest. As independent financial advisors, we are able to utilize many different financial products/companies to best match each clients’ unique financial situation.

We will analyze your current financial portfolio and develop a plan to help you reach your individual goals, which will provide the ultimate goal of YOUR financial security. Our partners, along with our assistants, Lisa Wolfgang and Sharon Miller, look forward to help guide you along the way…

Financial Advisors

Advisory Staff

Advisory Staff

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Jonah Watt photo
Member Name

member write up

Lisa Wolfgang Photo
Member Name

member write up

Sharon Miller Photo
Member Name

member write up

Services

Financial Planning Icon
Financial Planning
Investment Strategies icon
Investment Strategies
Wealth Management Icon
Wealth Management
Retirement Planning icon
Retirement Planning
Education Planning Icon
Education Planning
Insurance Planning
Insurance Planning

Have a Question?

SKG Wealth Management
100 Meadow Lane, Suite 1
DuBois, PA 15801

Call us today to schedule an appointment
Download the Osiac Wealth Form Customer Relationship Summary – Form CRS (PDF)
Oasic Form CRS
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