Skyline Wealth Partners understands your specific financial needs

About Us

Your Financial Goals Are Our Priority

At Skyline Wealth Partners, we have been putting our clients first since day one. Our experienced advisors take the time to understand your specific needs so we can develop a financial plan that meets your future goals and objectives.

Bring Your Life Into Focus With A Financial Plan

Skyline Wealth Partners wants you to fully comprehend the decisions we make to create and implement your financial plan. The more you understand why we do what we do, the more confident you'll be about pursuing your goals for retirement.

Live Boldly, From One Generation to the Next

The credentialed advisory team at Skyline Wealth Partners offers financial planning services trusted from one generation to the next. Our clients know we put them first and every decision we make is always in their best interest for pursuing financial goals.

We Work Together To Serve You

At Skyline Wealth Partners, our experienced team is dedicated to protecting and growing your wealth. We work alongside you to ensure you achieve your financial goals while avoiding costly mistakes that could impact your future.

James Slater

Senior Financial Advisor

630-625-8546

630-246-2251

james.slater@Ceterainvestors.com

Matthew Rosner, CFP®

Senior Financial Advisor

630-625-8557

matthew.rosner@CeteraInvestors.com

Thomas Schreiber

Senior Financial Advisor

630-625-8535

thomas.schreiber@ceterainvestors.com

Tracy Lepore

Financial Advisor

708-601-6132

Tracy.Lepore@ceterainvestors.com

Our Core Values

Skyline Wealth Partners empowers individuals and families to pursue financial independence through tailored solutions based on honest and transparent communication with a client-centric approach trusted across generations.

Your Story—Your Goals

Our process starts with a candid exploration of your financial desires, values, and multigenerational objectives to ensure your tailored plan addresses your most important financial priorities.

Solving YOUR Unique Puzzle

Your finances are different from everyone else, and we treat them that way. By combining wisdom with a collaborative approach, we provide guidance to navigate any financial uncertainties that might come your way.

Doing Right By Our Clients

As independent advisors, we’re free to focus on what matters most - doing right by YOU. We offer unbiased guidance, transparent decision-making, and personalized solutions that put your needs first.

Clarity Through Financial Education

We believe knowledge is power. That’s why we take the time to explain complex financial concepts in a clear, straightforward way, so you stay informed, confident, and in control of your finances.

Get Help Putting All the Right Pieces in Place

At Skyline Wealth Partners, we know that financial plans are never a one-size-fits-all situation. Our work is always a collaborative effort, centered around a tailored solution that puts all the correct pieces in the right place to solve your unique financial puzzle.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

Get Your Risk Number

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Who We Serve

Skyline Wealth Partners serves individuals and families, pre-retirees, retirees, business owners, and municipal employees to help them achieve financial independence and meet their future goals.

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Our Approach

Skyline Wealth Partners offers a client-centric approach based on guidance and education to help meet your specific financial needs. We work toward a long-term plan to build confidence and live your ideal life in retirement.

How We Help You

Contact Us

Get in touch with our team to learn how you can achieve your most challenging financial goals as you embark on your retirement journey. Our team strives to respond quickly and in a timely manner.

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