A complete list of active advisors currently associated with Sikorski Wealth Management, LLC
Warmer can help you find a great advisor at Sikorski Wealth Management, LLC or one who fits your needs even better.
Sikorski Wealth Management provides investment advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities. The firm offers comprehensive portfolio management and retirement plan consulting with ongoing monitoring and participant education, operating on an asset‑based fee model. The firm applies a mix of fundamental, technical, cyclical and macroeconomic analysis to construct diversified portfolios across equities, fixed income, ETFs, mutual funds, interval funds and company warrants. Uncommonly for supported firms of its size, Sikorski may utilize margin borrowing and options/derivatives within separately managed accounts as part of its implementation. Managing roughly $140 million in discretionary assets for about 227 clients with three advisors, the firm emphasizes individualized portfolio constraints alongside plan‑sponsor consulting and ERISA‑related fiduciary acknowledgements. Its explicit use of interval funds, company warrants and the capacity to employ leverage and derivatives in SMAs is atypical compared with most peers.
To learn more about the advisors currently working at Sikorski Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 10
| |
San Diego, CA
| 11
| |
San Diego, CA
| 14
|
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