SK Wealth Services

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Susan Karsch

Susan Karsch

Financial Advisor

Visit Susan Karsch's website

Edward Karsch

Financial Advisor

Visit Edward Karsch's website

Team

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader,

Practice Manager

Qualifications

  • Series 7, Series 63, and Insurance
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