Our service philosophy is to pro-actively serve a select group of families and businesses with complex financial needs by offering rigorous, disciplined approaches in order to deliver a higher level of predictability.
Utilizing this philosophy, we have been tremendously successful assisting individuals and families going through life changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.
Regardless of your investment experience or level of wealth, our goal is to help you get your arms around your current financial situation and develop a solid plan that leads you to achieving your ultimate financial objectives.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. Skoda Minotti is independent of ProEquities, Inc.
Aurum Wealth Management Group was formed in partnership with Skoda Minotti to serve the needs of our high net worth clients with an investable net worth in excess of $1 million. Aurum also serves our corporate retirement plan clients by providing investment consulting services to 401(k) plans and pension accounts.