Skysail Wealth Management LLC

Skysail Wealth Management offers ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. They create a personalized Investment Policy Statement for each client. Skysail Wealth Management primarily recommends equities, but may also use mutual funds, fixed income securities, real estate funds, insurance products, ETFs, and other securities to diversify your portfolio. They also manage held away assets such as defined contribution plan participant accounts, with discretion, using a third party platform.