About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 2017, we have helped create financial structures to meet long-term goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current situation. Then we recommend a strategy designed to meet your needs.
Why Us?
A Proven Approach
Why Us?
The Skyward Capital team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on unbiased recommendations and impartial guidance.
Our Team
Manager & Owner of Skyward Capital
Chris spent his early adulthood learning everything he could about personal finances and taxes so that he wouldn't have to repeat the same things he watched his parents do while they struggled to raise a large family. He eventually decided to start Skyward Capital in 2017 so he could help others utilize the same lessons he learned over the years
Agent
Jonathan began his career as a planner for high level bank employees. He left the position because he didn't feel right knowing the people who needed these services most didn't even know they exist. He set out and became an agent providing educated investment plans to the masses.
Legal & Asset Structuring
Mark is a Tax lawyer who has a passion for educating americans all over the country about the legal opportunities that everyone can use to reduce the amount they owe in taxes each year before and well into retirement.
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Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Skyward Capital
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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