Network·Family Office
📍 SAN DIEGO, CA
SEC CRD #801-134640
Home | Sikorski Wealth Management Skip to main content menu Book a Meeting Client Login Why Sikorski Wealth Our Team Our Process Fiduciary Philosophy Investment Principles Who We Serve Your Needs Financial Planning Retirement Planning Investment Management Estate Planning Resources Useful Links Blog Contact Dream. Plan. Succeed. Let's discuss your financial goals and develop a customized strategy. Schedule a complimentary consultation today. Learn More 01. About Us We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our clients’ trusted advisors. 02. Investment Principles As financial professionals, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. The Process A strong planning process is the best way to create a more financially secure plan. It is crucial to develop a financial plan that seeks to protect your needs now and plans for the future in a tax-efficient manner. Sikorski Wealth Management manages assets for individuals and families, providing investment management, and financial planning services. Contact Us Our Services Retirement Planning Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers
JESSE SIKORSKI
CHIEF COMPLIANCE OFFICER
📞 (619) 363-6007
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AUM
$140M
Location
SAN DIEGO, CA
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