Wealth Management

Client fees are not tied to assets under management. In other words, whether you have $50,000; $500,000; or $5,000,000 you pay the same flat annual fee.

Focusing on low-cost, tax-efficient, globally diversified index funds, Skyview Financial Planning, LLC assists investors in obtaining their share of market returns. Clients also benefit from professional investment management in order to

  • determine an appropriate asset allocation based on risk tolerance;

  • diversify investments over multiple asset classes;

  • execute an efficient asset location strategy to minimize taxes;

  • incorporate a disciplined rebalancing approach; and

  • keep costs low through the minimization of fund expenses, trading and transaction fees, and taxes.