Team Skloff
Your Valued Financial Partners
Welcome to Team Skloff, a dedicated group of experienced advisors committed to delivering comprehensive financial planning techniques for individuals, families and businesses. With over 80 years of combined experience, Team Skloff has a deep-rooted understanding of the intricacies involved in securing your financial future. We're here to offer tailored solutions that provide reassurance and stability in an ever-changing world.
Our team goes beyond conventional financial support; we offer expertise in various areas of traditional financial planning, with a focus on special care planning. Our experienced team specializes in coordinating local, state, and federal benefits and waivers, asset protection, guardianship, and more. Additionally, our in-house specialists holding the Chartered Special Needs Consultant® (ChSNC®) designation have the expertise to ensure you receive tailored guidance for your unique situation.
Financial Planning
Planning for yourself
Investments
Cash Management
Insurance
Retirement Planning
Estate Planning
College Planning
Tax Planning
Business Planning
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Special Needs Planning
Planning for your loved one
ABLE Accounts
Legal Planning
Special Needs Trust
Tax Deductions and Credits
Education
Medical Costs
Transportation
Housing
Social & Recreational Services
Care Management
Through our specialized approach, we empower families, business owners, executives, and individuals to confidently navigate the complexities of financial planning, ensuring they reach their financial potential. Our primary goal is to provide unwavering assistance to our clients and their families throughout their lifetimes through on-going support.
Meet Our Team of Experts
Click the buttons below to learn more about each team member's background, specialization, and unique approach.
BOB SKLOFF
Financial Advisor, Senior Partner
AIF
Bob has been with Commonwealth Financial Group since 1983 when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households and an institutional retirement plan business of over 25 businesses and 9,000 participants.
Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing. In his free time, Bob is an avid skier and golfer.
Contact Information
Mobile: 617.207.6389
Office: 617.526.9319
Email Me
280 Congress Street, Suite 1300
Boston, MA 02210
BRETT SKLOFF
Financial Advisor
CFP®, ChSNC®, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS wealth management in New York City. Brett graduated from Indiana University in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP®, ChSNC®, and AWMA® designations and holds his FINRA series 7 and 66 licenses.
Brett supports the team as an investment advisor and financial planner, working with clients to help secure their financial futures. Brett is very involved with Jewish Family and Children’s Services, serving on their CHAI services and Business Advisory Committees as well as teaching a weekly math class to further advocate for people with special needs. Brett lives in Watertown with his husband, Scott, and services clients out of the firm’s Boston and Needham offices.
Contact Information
Mobile: 617.340.2804
Office: 617.526.8290
Email Me
280 Congress Street, Suite 1300
Boston, MA 02210
BENJAMIN TAYLOR
Financial Advisor
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a third-generation family-owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself on providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University, where he received a bachelor’s degree in Finance, with a concentration in Business Law. He received the Accredited Investment Fiduciary (AIF) designation and holds his FINRA series 6,7, 63, and 65 licenses. Ben lives in Medfield, MA with his wife Michelle and their two sons, Luke and Owen.
Contact Information
Mobile: 781.219.0574
Office: 617.526.9360
Email Me
280 Congress Street, Suite 1300
Boston, MA 02210
MICHAEL WEINER
Financial Planner
Mike is a professional financial planner with Commonwealth Financial Group. He is an investment advisor representative and licensed insurance agent. He assists families by creating comprehensive financial plans designed to support the needs of the entire family.
He has been married to Susan for more than forty years, and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
Contact Information
Mobile (call only): 617.312.5115
Email Me
280 Congress Street, Suite 1300
Boston, MA 02210
JEREMY KATZ
Financial Planner
CFP®
Jeremy began his career in financial services in 2007 at Union Bank in San Francisco as an institutional bond trader. His experience going through the great recession and seeing the financial impact it had on so many, drove him to want to foster relationships with individuals and families to help them make thoughtful, efficient financial decisions.
Clients appreciate Jeremy’s ability to listen and understand their goals and concerns. This allows for the collaboration needed to create specific blueprints in the form of a unique personal financial plan. Collaboration is key, which is why Jeremy’s approach is to integrate not only internal resources such as investment and insurance experts, but to include client’s personal resources, including CPA’s, and estate attorneys as well.
Jeremy’s process and experience helps individuals, families and business owners alike address a myriad of concerns, from simply managing cash flow better, to advanced investment, income and tax planning, as well as legacy and estate preservation strategies.
Originally from Ohio, Jeremy graduated from The Ohio State University with a B.A. in Political Science. Upon graduating, Jeremy moved to San Francisco where he met his wife, Annie. They moved to Massachusetts and settled in Boxford, where they live with their son Owen, daughter Lyla, and dog Brae.
Contact Information
Mobile: 617.420.7780
Office: 617.526.9323
Email Me
280 Congress Street, Suite 1300
Boston, MA 02210
QESTIONS? LET’S CHAT.
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Customer Relationship Summary
Licenses
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202610-5088159.