Financial Planning And Wealth Management For The 99%

By Aaron Skloff, AIF, CFA, MBA

The Top 1%…

Own 40% of the Nation’s Wealth

Earn 24% of the Nation’s Income

Own 50% of the Nation’s Stocks, Bonds and Mutual Funds

Large Wealth Management Firms Only Want The Top 1%

“Merrill Lynch Raises the Bar for Small Brokers – Account minimums hiked to $250,000 in push to focus on wealthier clients” – Investment News, January 9, 2012

“When Merrill Lynch recently discouraged its thundering herd of brokers from taking on new clients with under $250,000 in assets available for investing, it wasn’t a big surprise.”

“Brokerage firms have been making these sorts of moves for years, and Merrill is notorious for a leaked memo in the late 1990s that discouraged “charity work” for clients with less than $100,000 in assets — “poor people,” as the memo put it.” – “Financial Advice for Those With Small Nest Eggs”, The New York Times, January 14, 2012

The 99%…

Need Financial Planning

Need Investment Management

Skloff Financial Group Provides Financial Planning And Wealth Management To The 99%

Skloff Financial Group is registered as a Registered Investment Advisor (RIA).

An RIA is obligated by law to accept fiduciary.

An RIA must place clients’ interests first – before any other party.

Each client has a dedicated licensed financial advisor.

Each client is provided their financial advisor’s mobile phone number.

“Every client is treated with the individual attention and respect they deserve.” – Aaron Skloff, AIF, CFA, MBA – CEO Skloff Financial Group



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