The SLK Approach to Wealth Management

SLK is an independent wealth management firm managing $1.5 billion in assets, dedicated to serving the complex needs of hundreds of families. We are distinguished by our highly personalized approach to wealth management, leveraging the collective skills and resources of our team to meticulously craft a plan that grows and adapts with you.

Our holistic approach to financial planning and investment management is backed by evidence-based methodologies grounded in financial research. We specialize in tax, retirement, insurance, education, and estate planning, ensuring comprehensive management of your financial life. With SLK, your financial future is one you can approach with confidence and peace of mind.


Leverage the breadth of our team’s various professional backgrounds in investment management, financial management, financial planning, accounting, law, insurance, and lending.


Your goals are our top priority. We understand every client has unique goals and values, and we provide a range of services to suit these diverse needs. Our commitment is to build enduring partnerships rooted in respect, trust, and transparent communication, always keeping your financial ambitions at the heart of our efforts.


We are an employee-owned, independent wealth management firm free from any external pressures to endorse particular investments. This structure enables us to develop strategies that are uniquely suited to you and your family’s needs, with advice that’s always aligned with your best interests.


Tailored to You

Financial Planning

Our financial planning services are tailored to your unique journey, aligning your financial aspirations with a personalized strategy that evolves with each stage of your life.

Investment Management

 We combine market insights with robust strategies to construct portfolios that align with your risk profile and financial goals.

Estate Planning

Securing legacies with comprehensive estate planning, we offer bespoke strategies to safeguard and transfer wealth while optimizing for tax and legal considerations.

Our Thinking


We invite you to contact us today to learn how we can help you manage all of your financial affairs.