About us

At Skylark Wealth Management, we believe that strong financial outcomes begin with even stronger relationships. We’re not just here to manage your assets, we’re here to understand your goals, earn your trust, and walk beside you through every stage of life.

Built on a foundation of integrity, empathy, and long term partnership, Skylark was founded with a simple idea that financial guidance should feel personal. We take the time to get to know you, your aspirations, your values, and the future you want to build so we can tailor a strategy that truly fits.

Whether you're planning for retirement, growing your investments, or navigating major life changes, we’re here with thoughtful advice, clear communication, and unwavering support. Our clients aren’t just portfolios, they are people, families, and companies we are proud to stand behind.

At Skylark, your goals become our goals and your success, our shared journey.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.