Videos

What can you expect during a client meeting at SJK Wealth Management? Scott Kleiman, AIF®, breaks it down for you! 

From insurance planning to tax strategies and charitable giving, Scott emphasizes the importance of discussing these crucial aspects to ensure a comprehensive financial plan tailored to your needs. 

If you're ready to schedule a meeting to dive into these topics and more, contact us directly to get in touch with one of our expert wealth advisors!
Meet the smiling faces behind SJK Wealth Management, located here in Doylestown, PA!

Our team is dedicated to guiding you towards financial success with personalized care and expertise. With smiles as bright as your future, we’re here to support you every step of the way – from planning for retirement to investing for the future and navigating life’s financial challenges.
Protecting your financial well-being is our top priority. Chris Tuck, CFP®, sheds light on the importance of staying vigilant against identity theft and the security measures we implement to safeguard your assets, including strict verification protocols and freezing your credit.

We’re committed to keeping your financial future secure.
At SJK Wealth Management, our review meetings with clients serve as the roadmap to financial success. 

Whether it’s evaluating financial goals, tracking progress, and adapting strategies to life’s changes, Scott Kleiman, AIF®, is here to discuss how we conduct our review sessions.

Ready to fine-tune your financial journey? Reach out to schedule your personalized review today!
Lock in your gains with Scott Kleiman, AIF®! 🌟 Explore the possibilities of taking your Required Minimum Distributions (RMDs) early as Scott shares insights on securing and maximizing your gains.

Join the conversation here at SJK Wealth Management to discover strategic approaches for a financially empowered future.
Chris Tuck, CFP®, is here to guide you through 2024 with financial strength!

Let’s explore smart strategies for managing assets and debts to ensure you’re in the best possible situation as we continue heading through the year.
Unlock the secrets of gains and tax efficiency with Scott Kleiman, AIF®!

Discover how strategic withholding for your Required Minimum Distributions (RMDs) can offset tax burdens, ensuring a smarter financial future.
2024 has been moving along quickly, and Chris Tuck, CFP®, is ready to help you elevate your financial game this year! Join us for expert insights on fine-tuning your goals, crafting strategic plans, and mastering cash flow for a year of financial victories. 

Are you ready to make this year year the one where you conquer your financial dreams?

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...

Season 1: Episode 6 – “Coffee and Charity”

In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...