About Skylark Wealth

Skylark Wealth, founded by Michal Skowronski, offers comprehensive financial services that combine the latest technology with personalized, fiduciary-level advice. The firm’s open architecture enables it to serve clients regardless of where their assets are held, providing suitable investments and evolving with technological advancements. Operating on a fee-only fiduciary model, Skylark Wealth prioritizes the long-term interests of clients, ensuring trust, honesty, and integrity in every interaction. Clients appreciate Michal’s dedication, professionalism, and personalized approach. He is known for taking the time to thoroughly analyze each financial and investment goal, including wealth growth, preservation, taxes, retirement, family trusts, and education planning. His use of up-to-date digital tools and clear communication makes complex financial strategies easy to understand. Many clients mention feeling confident and at peace with their financial future after working with him. Reviews highlight Michal’s responsiveness, proactive advice, and ability to identify future opportunities or risks. His clients value his knowledge, honesty, and the genuine care he demonstrates for their long-term success. He has helped clients organize finances, save for major purchases like a house, set up life insurance, and manage administrative tasks efficiently. Overall, Skylark Wealth is seen as a trusted, one-stop firm that provides tailored, holistic financial planning and investment management. Clients express full confidence in Michal’s judgment and highly recommend his services for anyone seeking a reliable partner to help achieve their financial goals.

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Reviews for Skylark Wealth

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  • Aug 2022

    After many years of working with various global investment institutions I have found Michal to be the best financial planner whom I can trust and have great confidence in his ability to provide me with the services I need. Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management including: wealth growth and preservation, company stock /401k portfolio, taxes, family trust, college funds, retirement planning. He is a true professional, has a driven personality, and exudes confidence, honesty and integrity. He utilizes up to date digital tools and technologies, making communication efficient with easy to understand reports and a seamless document review process. I'm extremely happy with Michal's financial services. I have complete peace of mind, especially in these uncertain times, and a clear idea of my family's financial future. I highly recommend Skylark Wealth as a first class, one stop firm for all of your investment needs.

  • Feb 2022

    Michal has been incredible. He has helped us organize our finances so that we were able to save enough money to buy a house, set up life insurance, advise on work retirement accounts, and so much more. Not only is he knowledgeable but professional and a pleasure to work with.

  • Feb 2022

    After many years of working with various global investment institutions I have found Michal to be the best financial planner whom I can trust and have great confidence in his ability to provide me with the services I need.Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management including: wealth growth and preservation, company stock /401k portfolio, taxes, family trust, college funds, retirement planning.He is a true professional, has a driven personality, and exudes confidence, honesty and integrity. He utilizes up to date digital tools and technologies, making communication efficient with easy to understand reports and a seamless document review process.I'm extremely happy with Michal's financial services. I have complete peace of mind, especially in these uncertain times, and a clear idea of my family's financial future. I highly recommend Skylark Wealth as a first class, one stop firm for all of your investment needs.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Location

2443 Fillmore Street Num 380-1492, San Francisco

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