Sikorski Wealth Management

EST. AUM
$139,584,563

CONTACTS
3

CLIENT ACCOUNTS
644

Firm Details

Metro area San Diego
CRD Number 312805
Website sikorskiwealthmgmt.com
Client types

Overview

Sikorski Wealth Management is a fee-only, fiduciary financial planning and investment management firm located in San Diego, California. The firm offers holistic wealth management services to individuals and families, including retirement planning, tax-efficient investing, estate planning, and investment management, with strategies that incorporate factor-based and ESG investing.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sikorski Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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