If the answer is anything but a confident YES!, then this site was created just for you.
After all, it’s critical to make sure that you and your family’s wealth is positioned in a way that gives you the highest probability for success.
And to do that, you need real-life solutions to many of the financial questions floating around in your head right now.
The world of finance can seem confusing with its fancy technical terms used by other financial advisors that make decisions about money seem scary and even impossible to navigate through!
The TRUTH Is… Money is NOT that Complicated.
With a few simple strategies and upgrades, your finances CAN be in a much safer and healthier place.
I understand the fear, uncertainty, anxiousness (and some excitement too!) that comes with planning the details of your financial future.
This site is designed specifically for successful individuals and entrepreneurs to help you simplify, safeguard and holistically grow your wealth. I want you to have the same tools I wish I had years ago, so you can establish flexibility, access and control of your assets in the most easy to understand way.
Hi, I’m Brian.
Long before I built up my wealth management firm and personally began supporting the multitude of individuals and families we work with, I had the itch to help successful people keep and build more wealth.
I was lucky. I figured out early that the financial services industry is broken. Some of the most widely held beliefs about money are actually false or based on half-truths. It isn’t right, and it’s leading people astray (maybe even you and your life savings).
My life’s mission is to help you discover and recreate the root of your beliefs about money so you can reach and exceed your money goals.
Testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only
and may not be representative of every client. Your results may vary.
The Common Sense Financial Podcast is all about finances, mindset and
personal growth. The goal is to help you make smart choices with your
money in your home and in your business.
The podcasts posted here before July 1, 2022 are historical in nature and were previously approved by Kalos Management, LLC. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
The blogs posted here before July 1, 2022 are historical in nature and were previously approved by Kalos Management, LLC. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition into retirement. Throughout this retirement preparation process, there will be times when you feel as though you are making a series of rapid-fire micro decisions
If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition into retirement. Throughout this retirement preparation process, there will be times when you feel as though you are making a series of rapid-fire micro decisions
The most common mistake people make when planning their retirement is assuming that the way wealth was created is the same way they should hold wealth in retirement with the added twist of being more conservative. Popular belief suggests that as you age, the level of risk an investor takes
Success is the result of follow a plan to fruition. Once the plan is fulfilled, the result is success and the more specific the plan is the higher the probability is for reaching the goal. See if you can relate to this…You have contributed to a 401k or some employer
Ok, so another year is upon us and aside from all the festivities that have occupied our time over the last month, there is a hidden danger that is lurking around you right now that is promising to rob you of wealth. And if you’re not aware of what this
When my kids were growing up, many days my wife would sit with them on the floor putting puzzles together. They would laugh and talk as they worked together arranging the pieces to create the picture on the box. When the kids were young, the puzzles consisted of 20 pieces
The Chinese proverb “rags to rags in three generations” says that family wealth does not last for three generations. The first generation makes the money, the second spends it and the third sees none of the wealth. The Chinese aren’t the only ones who acknowledge this as a problem. In
I’m an entrepreneur and just so happen to be in the business of providing other entrepreneurs with financial advice. But I don’t typically offer up the usual status quo advice that tells you to do things that aren’t always in alignment with growing your business. My views originate from my
Ready to follow a proven financial system, refined over 25 years and followed by the most successful families and individuals we work with?
Discover The BUILD Wealth System™ Now so
you can quickly gain control of your finances
and build a financial future on your terms.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Our firm is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements.
“Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Our firm is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements.
“Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.
