Advisor
Michal Skowronski
Comprehensive Wealth Planning for High-Income Professionals and Retirees
Skylark Wealth, LLC · San Francisco, California
Fee-only verified Fiduciary State-registered CFP
Structured for AI ingestion
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About
As fee-only, fiduciary CFP® advisors, we help high-income professionals achieve a work-optional lifestyle and design sustainable income strategies for retirees.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- Early-career professionals
- Cross-border families
Services
- Wealth Management
- Portfolio Management
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Rebalancing
Structured record
| Name | Michal Skowronski |
|---|---|
| Firm | Skylark Wealth, LLC |
| Location | San Francisco, California |
| Fee model | Percentage of Assets (AUM) · Other (please specify) · Flat Fee/Retainer |
| AUM | $25M - $100M |
| Founded | 2016 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | http://skylarkwealth.com |
| https://www.linkedin.com/in/michaljs |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Pension planning