Skoczek & Associates offers wealth management services to attorneys, executives and other affluent individuals and their families in the San Diego metropolitan region. We believe that the in-depth understanding we achieve with each of our clients is essential to success. That's why relationship-building is the driving force behind our boutique business model and targeted, consultative processes.
Wealth Management by Skoczek & Associates
Do You Have the Plan That's Right for You?
Our goal is to help you...
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Design Understand and clarify your life and financial goals - then create a tailored financial plan designed to help make your goals possible |
Build Use academic research and financial science to buld an investment portfolio that aims to give you the highest probablitity of achieving your goals with the least amount of risk |
Protect Provide discipline, perspective, and guidance to help you stay focused on the long term and on track towards achieving what is most important to you. |