Delivering on the Promise of comprehensive financial services for individuals and families, wealth management services for high-net-worth clients, and corporate retirement services.

Skoda Minotti - Financial Services

FINANCIAL SERVICES

The professionals of Skoda Minotti Financial Services are there for you at every stage of your financial journey. We assist individuals and families in navigating 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.

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.

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Aurum Wealth Management

AURUM WEALTH MANAGEMENT

Aurum Wealth Management Group was formed in partnership with Skoda Minotti to serve the needs of our high net worth clients.
Aurum also serves our corporate retirement plan clients by providing investment consulting services to 401(k) plans and pension accounts.

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