Founders

You may have pre-existing knowledge related to wealth planning and investment management, but it can be difficult to find the time or resources to effectively manage your own wealth and investments. Starting a business on our own allows us to relate firsthand to your experiences and makes us even more devoted to helping your company find success.

It is important to seek guidance and support from a professional wealth management firm that has your best interests in mind. We understand the inner workings and complexities of issues specific to company leaders, such as executive compensation packages, business ownerships, and business partnerships.

Some areas that we can help you address include improving cash flow, reducing the impact of taxes on your business, and evaluating current and deferred compensation opportunities.

You may have pre-existing knowledge related to wealth planning, but it can be difficult to find the time or resources to effectively manage your own wealth and investments. Starting a business on our own allows us to relate firsthand to your experiences and makes us even more devoted to helping your company find success.

It is important to seek guidance and support from a financial professional who has your best interests in mind. We understand the inner workings and complexities of issues specific to company leaders, such as executive compensation packages, business ownerships, and business partnerships.

Some areas that we can help you address include improving cash flow, reducing the impact of taxes on your business, and evaluating current and deferred compensation opportunities.

Business Owners

Businesses of all sizes and in all industries come across similar problems: managing cash flow, planning for the unexpected, and attracting the right employees – all while staying competitive in these ever-evolving markets. Skyline’s team of financial professionals has made it their mission to help guide your business to the next level with unique services and years of expertise.. We offer business consulting services along with tailored company plans.

Your business has unique needs – let our team of qualified, experienced advisors help create a tailored plan to help you and your business.

Accredited Investors

Our team at Skyline Wealth Strategies is unique in our ability to cater to accredited investors. To be classified as an accredited investor, an investor that is qualified to invest in unregulated securities such as hedge funds and early-stage startups, you must meet one of the following descriptions, as defined by the Securities and Exchange Commission (SEC):

Income: Has an annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This level of income should be sustained from year to year.
Professional: Is a “knowledgeable employee” of certain investment funds or holds a valid Series 7, 65, or 82 license.
Net Worth: Has a net worth of $1 million or more, either individually or together with a spouse, but excluding the value of a primary residence. 1

Retirees

At Skyline Wealth Strategies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around utilizing insurance and annuities to help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As many of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.