Skylar Wealth Management, LLC

Skylar Wealth Management LLC is an investment advisory firm formed in California in 2026. The firm offers a variety of services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. Their core services include asset management (where portfolios are continuously monitored and rebalanced), wealth advisory utilizing third-party money managers, family office services (including financial planning, bookkeeping, and bill-pay services), and standalone financial planning. Skylar Wealth Management uses various analysis methods such as charting, cyclical analysis, fundamental analysis, modern portfolio theory, mutual fund and ETF analysis, technical analysis, third-party money manager analysis, quantitative analysis, qualitative analysis, and sector analysis. Investment strategies include alternative investments, asset allocation, ETFs, equity securities, fixed income, individual stocks, long-term purchases, margin transactions, municipal bonds, options, private funds, real estate investment trusts, and short-term purchases.