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.

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From Skylark Wealth

My name is Michal Skowronski, I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary level personal service alongside a fee structure that properly aligns incentives towards mutual long term success. Skylark's open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark's fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so.