Who We Are
Join us as we discuss the importance of beneficiary reviews with Scott Kleiman, AIF®️!
Understanding and updating your beneficiaries is crucial for ensuring your assets are allocated as you intend. Scott shares expert insights on why regular reviews are essential and how they impact your financial strategy.
Our next Summer Pick comes from Billie! 📚
Billie shares her love for @kathleenbrooksauthor, especially the Bluegrass series, which combines mystery and romance. This summer, she plans to dive into the Shadows Landing series, with the first two books currently free on e-readers.
If you’re looking for an enjoyable and captivating read, check it out! An ideal option for your summer reading list.
Explore the world of estate planning with Scott Kleiman, AIF®. Learn why meticulous document review is essential for securing your legacy and ensuring your loved ones are taken care of.
Your financial future starts with informed decisions, and SJK Wealth Management is here to help.
Happy 4th of July! 🇺🇸
SJK Wealth Management is closed today in observance of Independence Day. We`ll be back tomorrow to continue guiding you toward your financial goals.
Have a safe and happy holiday!
Join us in celebrating a very special day! 🎂 Happy Birthday to Chris Tuck, CFP®, one of the driving forces behind our clients’ continued success and an incredible dad and husband.
Cheers to you, Chris! 🥳
Let’s dive into SJK Wealth Management’s “Summer Picks!” ☀️
Our team has curated a list of must-read books, must-listen podcasts, and must-see shows to keep you career and financial focused even during the summer months.
First up, Lindsey Tuck, SJK Wealth Management’s Client Concierge, shares her favorite podcast, “Second Life Podcast.” With topics on career changes of women that can come at any age, this is the perfect inspirational listen for your way to the Jersey Shore!
This error message is only visible to WordPress admins
Error: There is no connected account for the user 3806471469464063.