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Jason S
CFP®, Series 63
Charlotte, NC
Skibek Wealth Management
Jason Skibek is a CFP® professional with 12 years of industry experience. He is the principal advisor at Skibek Wealth Management, an independent firm he founded after nine years with THE Vanguard Group, Inc. based in Charlotte, NC. Skibek Wealth Management provides discretionary investment management and integrated financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-disciplinary analysis approach and offers financial planning services without a separate fee, managing approximately $29.1 million in discretionary assets across 22 client relationships.
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