(919) 650-1527

bsikorski@stratoswp.com

I was born into a typical American family, located in a small suburb outside of Detroit, Michigan. By no means were we wealthy but we weren’t hungry either. That all changed when I was a teenager and my father passed away unexpectedly at the age of 49 leaving me, my mother and my three siblings uncertain about our financial future. While we “made it” our lives could have been much improved had my parents planned for the unexpected. Today, as an independent wealth advisor my passion is to ensure that my clients, and their families, never have to go through what I did.

I specialize in helping individuals, corporate executives, and small business owners, at their peak earnings years, plan for the unexpected while transitioning from their portfolio accumulation to portfolio distribution phases. To do so, I follow defined financial planning, investment management and wealth transfer processes giving them the peace of mind knowing that they will never “run out of money”.

I bring over 20 years of financial advisory experience, certification as both an Accredited Asset Management Specialist (AAMS), and Chartered Retirement Planning Specialist (CRPS) and hold a Masters’ degree in Business Administration. My unique combination of education and experience ensures that my clients are heard, respected and understood.

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