Skolnik Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 755 Baywood Dr, Petaluma, CA 94954
- Phone
- (707) 658-4561
- Website
- skolnikwealthmanagement.com
- County
- Sonoma County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Clear planning, thoughtful investment guidance, and steady support for your financial future: that's what we offer at Skolnik Wealth Management. We are a financial planning practice based in Petaluma, serving individuals and families across Sonoma County and the North Bay.
Our work centers on helping clients organize their goals, from everyday budgeting to long-term retirement and investment strategy. We take the time to understand each client's situation before recommending any next steps, so every plan reflects their priorities.
Our approach is built on clear communication, so clients always know where they stand and why we recommend each decision.
If you would like to talk about your financial goals, you can reach out through our website.
Our work centers on helping clients organize their goals, from everyday budgeting to long-term retirement and investment strategy. We take the time to understand each client's situation before recommending any next steps, so every plan reflects their priorities.
Our approach is built on clear communication, so clients always know where they stand and why we recommend each decision.
If you would like to talk about your financial goals, you can reach out through our website.