A complete list of active advisors currently associated with Skibek Wealth Management

Warmer can help you find a great advisor at Skibek Wealth Management or one who fits your needs even better.

Skibek Wealth Management provides discretionary investment management and comprehensive financial planning to a mix of individual clients (including high-net-worth individuals), trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. As of December 31, 2025 the firm reported approximately $33.7 million in discretionary assets under management across 22 client relationships. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities and fixed income, drawing on fundamental, technical and cyclical analysis and implementing model portfolios made available through Altruist. Skibek Wealth operates with discretionary trading authority, monitors accounts on an ongoing basis, and conducts at least annual formal reviews while including financial planning for investment management clients without charging a separate planning fee. Compared with many peers, Skibek Wealth relies on a single custodial and execution platform — Altruist Financial — and expects clients to use that custodian to facilitate account opening, custody, and trade execution, with integrated third‑party model access and reporting. The firm does not receive soft-dollar benefits, does not sponsor wrap programs, and reports policies for fee deduction via the custodian and routine handling of trade errors and class-action notices.

To learn more about the advisors currently working at Skibek Wealth Management, 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
Jason Skibek	Charlotte, NC	12

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