Videos

Never overlook building your emergency fund! Today, Chris Tuck, CFP®, breaks down the essential factors to consider when determining how much to save for unexpected expenses.

Stay prepared and financially resilient with expert advice from SJK Wealth Management. If you have any questions or would like further information, please don’t hesitate to contact us directly!

Our newest addition to the SJK Wealth Management team, Jared Lynch, brings a diverse background in finance and a passion for helping clients achieve their financial goals. Holding a Bachelor’s of Science in Business Administration from the University of Pittsburgh, specializing in Finance, Economics, and Business Analytics, Jared is well-equipped to provide expert guidance to our clients.

Now serving as our LPL Registered Relationship Manager, Jared is eager to leverage his experience to support our clients on their financial journeys!

Join us tomorrow, April 27th, for Teach Children to Save Day, as we continue to empower the next generation with essential financial skills that will last a lifetime. Whether it’s setting up their first savings account or teaching the importance of budgeting, making financial education fun and accessible for all children is what this day is all about.

Leave a comment with some of the best advice you’ve received throughout your financial journey! 👇

Even though tax day has passed, it’s never too late to ensure your finances are in order! Check out this insightful video with Chris Tuck, CFP®, as he delves into reviewing your tax return and different line items, including codes for kids.

It’s a valuable lesson for optimizing your financial strategy year-round!

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!

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.