Skoczek & Associates is a boutique wealth management firm located in San Diego, CA, catering to attorneys, executives, and affluent individuals and their families in the metropolitan region. With a focus on building strong relationships and employing targeted, consultative processes, they aim to understand and clarify clients' life and financial goals, design tailored financial plans, build investment portfolios based on academic research and financial science, and provide discipline, perspective, and guidance to help clients stay focused on long-term success.
Skoczek & Associates believes that their in-depth understanding of each client is crucial to achieving success, and their boutique business model reflects this commitment. With a goal of helping clients achieve their goals with the least amount of risk, they offer a range of wealth management services, including designing financial plans, building investment portfolios, and providing ongoing guidance and support. With a focus on long-term success and a dedication to their clients' best interests, Skoczek & Associates is a trusted partner in wealth management.
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