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.
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.
We combine market insights with robust strategies to construct portfolios that align with your risk profile and financial goals.
Securing legacies with comprehensive estate planning, we offer bespoke strategies to safeguard and transfer wealth while optimizing for tax and legal considerations.
We invite you to contact us today to learn how we can help you manage all of your financial affairs.
