William J. Cuba Jr., CLU, ChFC

William J. Cuba Jr., CLU, ChFC SKG Wealth Management was formed in April of 2019 by Bill Cuba, Jim Curtis, and Matt Nerone. Togeth William J.

Cuba Jr., CLU, ChFC, is an Independent Financial Advisor. Bill has been helping clients plan for their financial future since 1999, when he began his career with Morgan Stanley. He has also worked for Mellon Private Wealth Management and Ameritas Financial Services before becoming an independent advisor in 2011. Along with his partners Jim Curtis, and Matt Nerone, they formed SKG Wealth Management

in April of 2019. At SKG, Bill provides a comprehensive financial planning approach by determining a client’s goals and complete financial background before making any investment recommendations. As a fiduciary advisor, he is required by law to act solely in his client’s best interest at ALL times and to put those interests before his own. Bill lives in DuBois with his wife Keri and his two children, Emma and Will. He is actively involved in the community, most notably volunteering his service to children and adults with disabilities. He is currently the Director of the DuBois Challenger Baseball League and serves on the Board of the Arc of Jefferson and Clearfield Counties, where he also serves as Co-Chair of their annual Run Walk for Someone Special. SKG Wealth Management is located in the Swift Kennedy Insurance Group office at 100 Meadow Lane, Suite #100, DuBois, PA 15801.

SKG Wealth Management Team Announcement :
11/18/2024

SKG Wealth Management Team Announcement :

03/30/2021

Building Your Investment Strategy Using Riskalyze. Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together was can take the guesswork out of your financial future.

03/20/2020

ATTENTION:

Due to the Governor Tom Wolf's order to close all non-life-sustaining businesses, SKG Wealth Management has closed it's office until further notice. We want to assure you that we are prepared and committed to continue to serve and support your needs during this developing situation.

Please don't hesitate to contact our office at (814) 371-5277. We will be checking voicemail throughout the day and there will also be instructions on our outgoing message with details on how to contact us if you need immediate assistance. In addition, you may also email me at [email protected].

Thank you for your understanding during this difficult situation.

02/26/2020

You may have noticed our newest commercial for SKG Wealth Management appearing on your local TV channels...It has now found it's way to social media!

I am proud to announce the formation of SKG Wealth Management!Joining me in this new business venture are James Curtis, ...
06/11/2019

I am proud to announce the formation of SKG Wealth Management!

Joining me in this new business venture are James Curtis, CLU, and Matthew Nerone. Together, we have over 70 years of combined experience in the financial services industry. Our office is located in the Meadow Lane Office Complex, inside the offices of Swift Kennedy Insurance Group.

My business name may have changed, but my promise to provide you with non-biased financial advice solely in YOUR best interest remains the same. As an independent financial advisor, I am able to utilize many different financial products/companies to best match each clients’ unique financial situation.

I will continue to analyze your current financial portfolio and develop a plan to help you reach your individual goals, which will provide the ultimate goal of YOUR financial security. My partners, along with our assistants, Faleasha Dobbins and Janet Peterson, look forward to help guide you along the way…Call me today at 371-5277 to schedule an appointment.

Address

100 Meadow Lane, Suite 1
Du Bois, PA
15801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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