01. About Me

I am dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, I strive to be my clients' trusted advisor.

02. Investment Principles

As a financial professional, my focus is to understand your goals and develop a plan to reach them. I 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 create a financial plan that seeks to protect your needs now, and that 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.

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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 to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Financial Planning

Financial planning is a key part of the comprehensive wealth management that I provide, and it addresses everything that affects your finances. Each person’s situation is different, but there are some common questions that seem to be top of mind for most. Such as: When can I retire? Am I saving...

Blogs

One Economy, Two Realities: Understanding Today's Economic Divide

Jesse Sikorski |
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...

What Recent Inflation Signals Mean for Financial Planning

Jesse Sikorski |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...

Rethinking Retirement: Why True Wealth Is More Than Money

Jesse Sikorski |
Categories
Retirement
Lifestyle
Health
Family
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...