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Our Promise

The Skolnik client experience begins with a promise to you…to keep things simple, understandable and transparent, every step of the way. 

Our Promise: to Keep It Simple
We understand that making appropriate decisions regarding your finances can be daunting without the proper guidance or in-depth knowledge of the many products and services available to you. We can help by clarifying your options and developing a comprehensive plan to help you work toward your goals.

  • Experience: Skolnik Wealth Management is a financial partner dedicated to your best interests. We listen carefully to understand your unique needs and offer our decades of collective experience to present you with objective advice and personalized strategies.

  • Integrity: 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. 

  • Trust: 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.

“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

CLICK HERE for Our Service Commitment!