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.
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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.
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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!
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📉💰 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!
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🦃 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!
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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.
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