Broker Check

Skolnik Wealth Management

Skolnik Wealth Management

Wealth Advisor

(707) 658-4561

“There is no greater reward than the praise of others for a job well done. We take pride in the many referrals that our clients have given us.”
– Jon Skolnik

Welcome to Skolnik Wealth Management

At Skolnik Wealth Management, we take great pride in our independent approach to helping you with strategies that seek to protect and grow the wealth you will depend on in and throughout retirement.

  • We take the time to communicate and educate you on the strategies we recommend, helping you to make clear, confident decisions that truly serve your needs. Learn more (link to How We Can Help) 
  • Our strategies are well rounded—income management for your daily needs, education planning for your children and grandchildren, retirement planning for your future, estate planning and trust planning for the generations to come. Learn more (link to Our Services)
  • We bring 20+ years of industry experience and access to the vast resources of LPL Financial, the nation’s largest independent broker/dealer* as we seek to create a wealth management/asset allocation strategy customized for you. Learn more (link to Our Planning Process) 

We believe that the ability to help you pursue your goals requires a comprehensive financial strategy and the trusted guidance of a partner with equal parts experience and integrity. We believe we possess those qualities, and it would be an honor to help you live the life you envision.

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.
No strategy assures success or guarantees against loss.