Who We Are

Unlock the secrets to tax-efficient retirement planning with Scott Kleiman, AIF® during this crucial time for tax planning!

Join us as we take a deep dive into valuable tips and strategies for optimizing rollovers and maximizing your retirement savings.

It’s tax season, so you know what that means! Get ready to optimize your returns with valuable advice from Chris Tuck, CFP®. In this series, Chris is here to guide you through what can feel like a complicated time with essential tips on maximizing your savings and minimizing stress this tax season.

Tune in and make this tax season your smoothest yet!

Please note that SJK Wealth Management will be closed in observance of Good Friday on March 29, 2024.

Thank you for your understanding, and we wish you a peaceful and joyous holiday!

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!

This error message is only visible to WordPress admins
Error: There is no connected account for the user 3806471469464063.