The Integrated Financial Advantage with Jason Archambault & Matthew Neyland

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth Management. Jason and Matthew discuss their integrated approach to wealth management and financial planning, as they share insights on investment management, client goals, and the importance of a holistic perspective.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth.

Join them as they discuss:

Leading with financial planning and goals
Adding value for clients with direct CIO access
Constructing all-weather portfolios using alternatives
Calming client’s nerves by anchoring to the plan
Active management in down markets

Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee.

Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee.

Harbor Capital Details

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Host Bryan Moore on LinkedIn

Guest Details

Jason Archambault on LinkedIn
Matthew Neyland on LinkedIn
SK Wealth Management, LLC on LinkedIn
SK Wealth Management, Website

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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