Skylark Wealth, LLC

Skylark Wealth serves individual clients (including high-net-worth individuals), pension and profit-sharing plans, corporations, and other advisory clients, offering discretionary investment management, comprehensive financial planning, and pension consulting. The firm operates as a single-advisor, state‑registered independent adviser and reports approximately $26.6 million in assets under management across a small number of client relationships.

The firm develops individualized investment policy statements and provides continuous portfolio supervision, combining passive, index-based allocations with active methods such as fundamental, technical, cyclical, and charting analysis to align portfolios with clients’ goals, time horizons, and tax considerations. Financial planning engagements produce written plans addressing retirement, cash flow, estate planning, employee benefits optimization and risk management, and the firm also recommends custodians and typically routes custody and execution through Charles Schwab.

What is distinctive about Skylark Wealth is its explicit offering of pension plan advisory and pension consulting services—selecting plan fund lineups, implementing model portfolios, providing participant education, and monitoring fees and service providers—which is relatively uncommon for independent, single-advisor firms of this size. The firm’s principal holds CFP certification, the adviser may negotiate fees and waive the advertised account minimum in certain circumstances, and the brochure discloses no disciplinary history.