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Skolnik Wealth Management Financial Advisors and Planners

755 Baywood Drive
Second Floor
Petaluma, CA 94954
(707) 658-4561
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who to contact

Lainey Hamilton · LPL Financial Advisor · Phone:(707) 658-4561  · Send an Email

about us

We are a family-run firm helping local families pursue their goals by providing comprehensive financial planning.

Unexpected life events can have a profound financial impact, and people tend to have greater confidence if they have a plan in place. Through financial planning, some of the services we provide are:

• Asset management
• Investment structure
• Retirement planning
• Family and legacy planning
• Education savings
• Estate protection and planning
• Charitable giving
• Budgeting and cash flow
• Risk management
• Life/Disability/Long-term Care Insurance

Let's work together to put you on the road to financial success!

highlights