The Team

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.

Our Advisors

Susan Karsch

Susan Karsch

Financial Advisor

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Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments

Education

Albany State University | BA | 1983

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Edward Karsch

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies

Education

State University of New York College of Environmental Science and Forestry | BS | 1959, Syracuse University | MBA| 1971

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