Skolnik Wealth Management

  • Financial Advisors and Planners
755 Baywood Drive
Second Floor
Petaluma, CA 94954
(707) 658-4561

About Us

We are a family-run firm helping local families pursue their goals by providing comprehensive financial planning.

Unexpected life events can have a profound financial impact, and people tend to read more
  • About

    We are a family-run firm helping local families pursue their goals by providing comprehensive financial planning.

    Unexpected life events can have a profound financial impact, and people tend to have greater confidence if they have a plan in place. Through financial planning, some of the services we provide are:

    • Asset management
    • Investment structure
    • Retirement planning
    • Family and legacy planning
    • Education savings
    • Estate protection and planning
    • Charitable giving
    • Budgeting and cash flow
    • Risk management
    • Life/Disability/Long-term Care Insurance

    Let's work together to put you on the road to financial success!

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