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Do You Want To

Build Your Wealth, Protect Your Assets and Live Your Best Life?

YES! I Want To Learn The

7 Indispensable Steps In Building A Wealth Strategy

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Our Philosophy

It’s Time To Think Differently  About Wealth Management

You are living in a time of tremendous change… 

  • Market Volatility
  • Political Headwinds
  • Technology Breakthroughs
  • Medical Advancements
  • Human Longevity
  • Global Instability

…with change all around, we believe it is time to think differently about wealth management. 

Building wealth in today’s constant state of flux requires more than just adjusting risk tolerance or adding more investments.

…it requires a new way of thinking about what it means to build wealth, and a more modern approach to managing wealth is exactly what we set out to do for our clients.

…it requires a new way of thinking about what it means to build wealth and a more modern approach to managing wealth that includes:

Wealth doesn’t magically form out of scarcity. Effective cash flow management is about abundance and a focus on wealth creation.
Wealth doesn’t magically form out of scarcity. Effective cash flow management is about abundance and a focus on wealth creation.
Many investors carry far too much risk for their stated risk tolerance but often have no way of gauging how much risk they are carrying. It’s crucial to know where you fall on the risk spectrum and understanding how to mitigate those risks.
The more public market investments that are acquired (stocks, bonds, mutual funds), the deeper the portfolio vertically grows, but adding more of the same thing to your portfolio doesn’t mitigate the exposure to the risk you’re trying to diversify away from. Horizontal opportunities are outside of the same vertical (real estate, businesses, private equity, life insurance, annuities). Diversifying within each vertical helps form a stable footing.
A deferral is not a savings — it is another way of saying “delaying the inevitable.” Knowing how to help mitigate tax liabilities is an essential aspect to building and keeping wealth. This includes knowing how to title assets, where to save money and which investment vehicles to choose or avoid.
Relying on a single source of income, like your job or a single investment, is a risky proposition. The most financially secure individuals have multiple income streams, to weather economic storms and capitalize on opportunities. Businesses, royalties, passive income investments or other consulting or freelance opportunities are all ways to create more than one stream of income.
As your financial landscape becomes increasingly more complex, you’ll discover a need for creative strategies to help grow and protect your wealth now and into future generations. This is not a DIY process and requires a team of professionals to help structure your estate in a meaningful way.
Cash Flow Confidence
Wealth doesn’t magically form out of scarcity. Effective cash flow management is about abundance and a focus on wealth creation.
Investment Risk
Management
Many investors carry far too much risk for their stated risk tolerance but often have no way of gauging how much risk they are carrying. It’s crucial to know where you fall on the risk spectrum and understanding how to mitigate those risks.
Horizontal & Vertical Asset
Allocation
The more public market investments that are acquired (stocks, bonds, mutual funds), the deeper the portfolio vertically grows, but adding more of the same thing to your portfolio doesn’t mitigate the exposure to the risk you’re trying to diversify away from. Horizontal opportunities are outside of the same vertical (real estate, businesses, private equity, life insurance, annuities). Diversifying within each vertical helps form a stable footing.
Portfolio Tax Minimization
A deferral is not a savings — it is another way of saying “delaying the inevitable.” Knowing how to help mitigate tax liabilities is an essential aspect to building and keeping wealth. This includes knowing how to title assets, where to save money and which investment vehicles to choose or avoid.
Multiple Income Sources
Relying on a single source of income, like your job or a single investment, is a risky proposition. The most financially secure individuals have multiple income streams, to weather economic storms and capitalize on opportunities. Businesses, royalties, passive income investments or other consulting or freelance opportunities are all ways to create more than one stream of income.
Estate Maximization
As your financial landscape becomes increasingly more complex, you’ll discover a need for creative strategies to help grow and protect your wealth now and into future generations. This is not a DIY process and requires a team of professionals to help structure your estate in a meaningful way.

And More!

...And that is exactly what we have set out to do for our clients.

THE FIRST STEP IS TO

Discover the GAPS in your financial picture...

Click here to see if you qualify for the GAP Report™.
Our proprietary 21-point diagnostic tool! If so, we can begin an exciting and meaningful collaboration towards your financial freedom.

Book a gap consult

Our Clients

Working Under The Fuduciary Standard, We Are Passionate About Serving Entrepreneurs, Professionals & Their Families.

We do our best and most rewarding work with clients who see us as their trusted partner in their financial life – what we call financial delegators.

Skrobonja Wealth Management, LLC serves individuals
and families with over $1,000,000+ to invest, seeking the professional advice of a wealth manager.

If you meet our criteria, then there is an excellent opportunity for you to work with Skrobonja Wealth Management should you choose to schedule a call.

Discover the GAPS in your financial picture...

Click here to see if you qualify for the GAP Report™.
Our proprietary 21-point diagnostic tool! If so, we can begin an exciting and meaningful collaboration towards your financial freedom.

Book a gap consult

Our Cashflow Confidence System Overview

Step 01

Cashflow
Confidence
Call

Step 02

The GAP
Report™

Step 03

Program
Placement

Step 04

Develop Your
Custom Plan

Step 05

Implement
Plan

Step 06

Annual Plan
Review (APR)

Step 07

Measure,
Monitor &
Evolve (MME)

Step 01

Cashflow
Confidence
Call

Step 02

The GAP
Report™

Step 03

Program
Placement

Step 04

Develop Your
Custom Plan

Step 05

Implement
Plan

Step 06

Annual Plan
Review (APR)

Step 07

Measure,
Monitor &
Evolve (MME)

As a boutique family firm. Unlike many larger firms, we strive to provide personalized attention to your planning and offer dedicated ongoing support.

THE FIRST STEP IS TO

Discover the GAPS in your financial picture...

Click here to see if you qualify for the GAP Report™.
Our proprietary 21-point diagnostic tool! If so, we can begin an exciting and meaningful collaboration towards your financial freedom.

Book a gap consult

Our Story

Skrobonja Wealth Management, LLC was founded by Brian Skrobonja, ChFC®, CPWA® in 2022 after thirty years running his business in collaboration with other large firms. Brian realized that to fulfill his vision of serving his clients and growing his business, it was necessary to launch his own firm to be more agile while providing more personalized services and customization.

A Network With

Expansive Capabilities

Skrobonja Financial Group, LLC is based just outside of St Louis, Missouri and dedicated to helping clients like you create the Retirement, Wealth, and/or Legacy you want by creating Cashflow Confidence™.

Founded in 1993, Skrobonja Financial Group, LLC was created by Brian Skrobonja, ChFC®, CPWA® based on his experience dealing with what he perceived as a broken financial industry that too often focused on product sales over holistic planning solutions that truly serve the needs of you and your family.

That’s why we take a comprehensive approach as your family’s Full-Service Financial Concierge, managing your financial needs and financial team to create the cashflow you need to bring your unique goals and vision for the future to life.

Skrobonja Financial Group, LLC is based just outside of St Louis, Missouri and dedicated to helping clients like you create the Retirement, Wealth, and/or Legacy you want by creating Cashflow Confidence™.

Founded in 1993, Skrobonja Financial Group, LLC was created by Brian Skrobonja, ChFC®, CPWA® based on his experience dealing with what he perceived as a broken financial industry that too often focused on product sales over holistic planning solutions that truly serve the needs of you and your family.

That’s why we take a comprehensive approach as your family’s Full-Service Financial Concierge, managing your financial needs and financial team to create the cashflow you need to bring your unique goals and vision for the future to life.

Founded in 2017, Skrobonja Insurance Service, LLC was created by Brian Skrobonja, ChFC®, CPWA® to help support the needs of clients who have a more sophisticated estate plan and a greater need for customized planning solutions.

BUILD Banking™ is a proprietary private banking design, that was developed by Brian Skrobonja, ChFC®, CPWA®.  Though the design is not a real bank, it enables adopters of BUILD Banking™ to incorporate a private banking function into their family’s estate and financial plans.

Brian is a Professional Certified Private Wealth Advisor (CPWA®) and a Chartered Financial Consultant (ChFC®) with over thirty years of professional experience. He  is passionate about educating his audience through his books, podcast, blog, and speaking on topics related to wealth creation, preservation, and utilization.

He is the author of three books: “Common Sense,” “Generational Planning” and “Retirement Planning,” and is the host of the FORBES Top 10 Podcasts by Financial Advisors, the Common-Sense Financial™ podcast. He has been featured on KMOX radio and 97.1 FM Talk in St. Louis and has been interviewed by Advisors Magazine.

In 2018 he received the Future 50 Company award and in 2021 received Best in business by St. Louis Small Business Monthly, a publication which named Brian among the Best Wealth Managers in St. Louis in 2017, 2019, 2020, 2021 and 2022. He is a regular contributor to Kiplinger magazine.

Discover the GAPS in your financial picture...

Click here to see if you qualify for the GAP Report™.
Our proprietary 21-point diagnostic tool! If so, we can begin an exciting and meaningful collaboration towards your financial freedom.

Book a gap consult

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.

The term BUILD Banking™️, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™️ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC.

The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. 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 on this site 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 here in 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.

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