Who We Are
Happy Thanksgiving from SJK Wealth Management! As we gather with loved ones and reflect on all we`re grateful for, we want to take a moment to thank you—our clients, friends, and community.
Wishing you a day filled with gratitude, football, and, of course, plenty of turkey!
Our very first episode of the SJK Wealth Management Podcast is live! Join Scott Kleiman, AIF®, and Chris Tuck, CFP®, as they dive into market trends, financial strategies, and expert insights on investing.
From surprising predictions about the S&P 500 to the growing role of AI, this episode is packed with valuable takeaways to help you level up your financial game.
Watch the full episode now—head to the link in our bio! 🎙️
Chris Tuck, CFP®, is here to guide you through the ins and outs of open enrollment. Join us as we review how to choose the right health plan, evaluate your benefits, consider retirement options, and more.
Now is the time to make sure you’re fully covered!
As much as we love working together, a little extra space never hurts! Take a sneak peek into the SJK Wealth Management office as we give it a refreshing update with new glass dividers to separate our spaces.
Stay tuned for the final look—we can’t wait to share it with you!
When you work with SJK Wealth Management, you`re more than just a client. We`re committed to providing personalized guidance and care, working closely with you to achieve your financial goals.
Ready to experience the difference of a team truly invested in your success? Give us a call today!
In honor of Veterans Day, our team takes time today to reflect and express our gratitude to all those who have served. 🇺🇸
Thank you to the brave men and women who have dedicated their lives to protecting our freedom. Your courage and sacrifice do not go unnoticed.
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