Jeffrey Salazar

Guiding people and businesses on their journey to financial freedom.

We believe that we are all naturally drawn to the things that are urgent but rarely important and that in order to enjoy the people and things we love the most, we must remove unnecessary stress from our lives.

Skopos Wealth Partners are here to help you develop a unique vision so that you can focus on what is important. This allows you to be the best version of yourself as a spouse, parent, sibling, son or daughter, business owner whatever that is for you. Nobody will care more about your financial well being than us…unless, perhaps, they have your last name.

WE ARE..CARING BIGGER!
Ultimately, people will suffer one of two pains the pain of discipline or the pain of regret. Allow US to be your pain of discipline. The pain of regret weighs more than the pain of discipline because regret forces you to look in the rearview mirror and ask the “what if” and “if only” questions.

YOU ARE..MOVING FORWARD!
We believe in a goal focused and planning driven approach. Through in
depth conversations about what is paramount to you, we tie the vision we help co create to an actionable plan we help you execute. A plan that works is infinitely better than a plan that works better but never gets started.

TOGETHER, WE ARE..DIGGING DEEPER!
Given our in depth knowledge of your vision, we create a goal focused plan with an emphasis on the highest probability of success and the least amount of risk. We start by giving you a snapshot of the trajectory of your current plan if you alter nothing. We then identify opportunities and present customized recommendations either to amend the current plan or implement a new plan both of which will be in alignment with your values, goals, and dreams.

WATCHING YOU..SOARING HIGHER!
One of the top reasons people’s financial plans fail is lack of action. For us, it is not about rates of return or which fund will outperform the other. It is about helping YOU take action. We desire to come along side you, journey with you and yes, hold you accountable to keep regrets at bay. 
You can count on us to be transparent, engaging and honest. We encourage you to be the same. We have found that in participating together in this way, we have been able to decrease people’s stress around money. Our clients consistently say that they are assured that we’ve got them covered! We can do the same for you.