Skolnik Wealth Management is a family-run firm dedicated to your best interests. We listen carefully to understand your unique needs and offer our many years of collective experience to present you with objective advice and personalized strategies.
We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then structure your finances to help you pursue critical milestones throughout your financial life.
Count on our knowledge, understanding and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service —the elements we consider key for building lasting relationships.
Send an email: firstname.lastname@example.org or email@example.com
INVESTMENT MANAGEMENT │ RETIREMENT PLANNING │ ESTATE PLANNING │ INSURANCE