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

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan. The best possible defense against risks in any investment strategy is diverse and...