Founded in 2022, 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 who can help them navigate complicated financial matters in any life circumstance. Jason Skibek, CFP® brings nearly a decade of experience, helping clients pull together all elements of their financial situation to create a holistic plan. We believe that if you focus on what you can control and stay disciplined, your goals can be achieved. We believe low cost, tax efficient, and diversified investing will beat unnecessary complexity time and time again.

Jason established Skibek Wealth Management to offer high value advice to clients at an affordable price. His goal is to build a firm focused on long-term relationships with clients that flow down through future generations. He spent nine years with Vanguard and the last five and a half years as a Financial Advisor to high-net-worth individuals through their Personal Advisor Services.

Jason and his wife, Rose, live in Charlotte, North Carolina with their dog Wellington. They enjoy spending time in the lowcountry of South Carolina and the foothills of North Carolina.