Who We Are
At SJK Wealth Management, we`re not just about financial planning; we`re about providing you with choices and financial flexibility. 🤝Chris Tuck, CFP®, emphasizes the importance of helping our clients achieve this fundamental goal, and it`s what gives him purpose and pride in serving you.
Are you ready for year-end estate planning? 📝Listen in with Scott Kleiman, AIF®, (and our featured guest Stock the Pumpkin) as we cover essential year-end estate planning strategies, including wills, trusts, and more.
Helping our clients define and achieve their financial goals is at the heart of what we do at SJK Wealth Management.Elizabeth LeMay, our Paraplanner/Operations Assistant, shares the rewarding journey of alleviating financial anxieties and guiding our clients towards brighter financial futures. Your goals, our passion!
📉💰 Learn from Chris Tuck, CFP®, as he explains the benefits of tax loss harvesting in bond funds. Maximize your tax efficiency and optimize your investment returns.Questions? Contact SJK Wealth Management directly to learn more!
🦃 From our family to yours, Happy Thanksgiving! 🍁Wishing you a day filled with gratitude, good company, and delicious food. Please note, we will be closed through the 24th for the holiday.Have a wonderful Thanksgiving from all of us at SJK Wealth Management!
Estate planning is more than just drafting documents – it’s securing your legacy. Join Scott Kleiman, AIF®, as he explores the pivotal roles of wills and trusts in your financial future. It’s not just about wealth; it’s about peace of mind.