Skylark Wealth

Closed
yelp logo

(1)

Photos

2443 Fillmore St
San Francisco, CA 94115

Skylark Wealth is a fee-only Certified Financial Planner based in San Francisco, CA. Founded by Michal Skowronski, a Fiduciary and CERTIFIED FINANCIAL PLANNER™, Skylark Wealth offers personalized financial services blending cutting-edge technology with fiduciary-level care. Michal's decade-long experience in managing assets and earning the CFP designation ensures clients receive expert guidance.

Skylark Wealth caters to busy professionals seeking clarity on spending, investment decisions, and financial opportunities. Clients looking to outsource financial management to a trustworthy professional will find Skylark's fee-only fiduciary model aligned with their long-term interests. The firm's open architecture allows for tailored solutions regardless of where clients hold their assets.

Clients partnering with Skylark Wealth can expect proactive financial planning, investment management, tax optimization, and personalized service. With an emphasis on simplifying finances, minimizing taxes, and achieving both short-term and long-term goals, Skylark aims to provide peace of mind and maximize client success. The firm's transparent fee structure ensures clients' interests always come first.

Generated from the website content

Reviews

yelp logo
5.01 reviews
Photo of Byron N.
Byron N.
12/1/2021

I hired Michal 4 years ago after finding him in a NYT article about financial planners that don't base their fees on a percentage fee on trades. I now pay a fixed modest percentage on my...

Own this business?
See a problem?

You might also like

Partial Data by Infogroup (c) 2025. All rights reserved.