Guiding your wealth with Integrity, Education, & Creativity
Wethersfield, CT - PHONE 203.518.0329
SKM Wealth Management, LLC. is an independent, fee only, Registered Investment Advisory firm that provides tailored financial planning and investment solutions designed specifically for high-net-worth individuals and families. Founded in 2025 by Stephen K. Mulhall Jr., SKM focuses on the complexities of managing family wealth and the unique needs of individuals within these families. Prior to SKM's genesis, Steve spent over 20 years in corporate and private wealth management roles, at one point managing over $1 billion in family relationships. Steve has a high attention to detail, working closely with clients to develop strategies that align with their unique goals, risk tolerance, and legacy plans. From tax optimization to estate planning, his comprehensive approach ensures your wealth is protected and grows sustainably for generations to come. Steve prides himself in helping families navigate the complexities of managing their wealth with clarity, education, and expertise, so you can focus on what truly matters.
Risk Assessment
Investment Strategy Development
Portfolio Construction
Individual Customization
Asset Allocation & Asset Location
Performance Monitoring & Reporting
Customized Planning Predicated on Individual/Family Dynamics
Retirement & Goal Based Planning
Cash Flow Analysis
Insurance Needs Assessment
Tax Efficient Investment Planning
Tax Loss Harvesting
Required Minimum Distribution Strategy
Charitable Gifting Strategies
Estate Tax Minimization
Asset Protection Planning
Will & Trust Coordination
Beneficiary Designation Review
Philanthropic Planning
Succession Planning
Intergenerational Wealth Education
Inheritance Planning
Gift Tax Planning
Family Wealth Counseling