01. About Me

I am dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, I strive to be my clients' trusted advisor.

02. Investment Principles

As a financial professional, my focus is to understand your goals and develop a plan to reach them. I will meet with you to present an analysis and discuss our recommendations.

03. The Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Sikorski Wealth Management manages assets for individuals and families, providing investment management, and financial planning services.

Contact Us

Our Services

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Financial Planning

Financial planning is a key part of the comprehensive wealth management that I provide, and it addresses everything that affects your finances. Each person’s situation is different, but there are some common questions that seem to be top of mind for most. Such as: When can I retire? Am I saving...

Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Jesse Sikorski |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Jesse Sikorski |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

How to Stay Invested in Volatile Markets Without Losing Sleep

Jesse Sikorski |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...