The advisors of Skoda Minotti Financial Services are there for you at every step of your financial journey. We assist individuals and families in navigating life-changing events such as retirement, changing jobs, the sale of a business, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.
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.