Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Daniel T Wilson, Barron’s Top 1,200 Financial Advisors, 2016-2021
  • Daniel T Wilson, Barron’s Top 100 Independent Financial Advisors, 2017, 2019-2021
  • Jaime Barnes, Forbes Top Women Wealth Advisors, 2020-2021
  • Jacqueline Blau, Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Daniel T Wilson, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Paul Romano, Five Star Wealth Manager, 2014-2021
  • Skyeburst Wealth Management, InvestmentNews' Best Places To Work, 2021
  • Jaime Barnes, Working Mother Top Wealth Advisor Moms, 2021

Community participation

  • Rosie's Place, an all women's homeless shelter in Boston, MA (2017-present)
  • Taunton Community Food Bank (2017-present)
  • Kylee's Kare Kits for Kids, providing for children who do not have food at home on the weekends (2017-present)
  • Cure SMA Walk-n-Roll for The Families of Spinal Muscular Atrophy Organization (2013-present)