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.

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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 Damaging Myths About Money Talks & the Facts Behind Them

Jesse Sikorski |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Jesse Sikorski |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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How to Reprogram & Improve Your Money Mindset

Jesse Sikorski |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...