SJK
SJK Wealth Management, a family centered firm focused on helping clients better spend, save, and work toward growing their money, today premiered its new web series, Advisors in Cars Getting Coffee. The series was inspired by a Netflix series starring Jerry Seinfeld, with SJK focusing on frank conversations about money and investing. The first webisode is available online at http://sjkwealthmanagement.com/advisors-in-cars-getting-coffee-s1e1/.
“We have a lot of fun running our family business, and we wanted to share it with people to help them feel more comfortable talking about money and investing,” said Christopher Tuck, CFP, wealth advisor at SJK Wealth Management and host of the series. “We work with many different families in the Doylestown and Philadelphia areas who tell us that money conversations are some of the hardest they have. We find that sitting down over a cup of coffee is the best way to begin, so that is what we’re doing in this new web series.”
The series is being filmed in Doylestown, with the first episode at Nonna’s Cafe. Future episodes will take place at different coffee shops and restaurants in the area.
The first episode features a conversation with Scott Kleiman, Mr. Tuck’s father-in-law and founder of SJK Wealth Management. The two covered topics ranging from how to pick stocks to how they balance their old-school and new-school approaches to money and investing.
“The first episode was a lot of fun to film,” said Mr. Kleiman. “The important message of the series is that money conversations do not have to be feared. Families are all doing their best to provide for their future generations, and that’s what matters. The stock market doesn’t have to be scary if you have the right help.”
SJK Wealth Management is planning additional webisodes to air in early 2019, with a variety of guests with financial knowledge and expertise.
About SJK Wealth Management
SJK Wealth Management is a family centered firm focused on helping clients better spend, save, and work toward growing their money. The SJK team specializes in financial planning, insurance (life/disability/long term care), stock trading and portfolio management. SJK Wealth Management believes that wealth should be defined as when income exceeds expenses throughout life. SJK Wealth Management is fee-based, a fiduciary and their team is part of LPL Financial. More: http://sjkwealthmanagement.com/