Wealth Management by Skoczek & Associates

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.

Do You Have the Plan That's Right for You?

Our goal is to help you...


Understand and clarify your life and financial goals - then create a tailored financial plan designed to help make your goals possible


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


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.