Broker Check

Personalized Wealth Management

Wealth Management

At Skye Financial Services, Inc. we are able to offer a variety of services that expand beyond traditional managed money firms, and allow us to take a more comprehensive approach. We believe this allows for us to have a range of tools that can tackle each unique situation that we have encountered. What this means for you is the following: 

  • Tailored portfolios designed around you— designed to evolve with your goals.
  • Convert your savings into a reliable retirement income stream.
  • Detailed risk analysis aligned with your financial goals.
  • Access to a range of investment products to best fit each client's unique situation.

Schedule a meeting with our team to learn more and/or take the no-obligation risk survey below to see where your risk level falls.

  • Note: risk level is on a scale of 1-99, (1 being no risk, 99 being very risky) we're happy to explain what your score means for you!


Pictured left to right: Devon Portz, Shawn MacDonald, Tamara MacDonald, & Alex Barta