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Skibek Wealth Management
Skibek Wealth Management is a Registered Investment Advisor with the State of North Carolina that seeks to provide high-net-worth individuals with a partner...
Overview
Skibek Wealth Management is a Registered Investment Advisor with the State of North Carolina that seeks to provide high-net-worth individuals with a partner to navigate complicated financial matters in any life circumstance. The firm emphasizes low cost, tax efficient, and diversified investing and building long-term client relationships. Jason Skibek, CFP established the firm to offer high value advice at an affordable price.
General information
Firm type
RIA
Year founded
2022
Location
Region
North America
Country
United States
Principals
James Skibek
Principal
Frequently asked questions
Does Skibek participate in fund commitments or only direct deals?
Public records do not detail the firm's allocation split between fund commitments and direct investments. Single-family offices of this profile often blend both — making fund commitments to access top-quartile managers and geographic or sector expertise, while reserving direct investments for areas where the principal has operational edge or personal conviction. The exact mix, however, remains undisclosed.
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