About SLK
What we deliver
Successful people achieve their goals because they plan their progress, identify risks and obstacles, and surround themselves with experts and resources that will enable them to move forward.
This is how we’ve been helping our clients manage and improve their financial lives over the past two decades. In 2022, we launched our own independent firm to elevate the service, solutions, and technology we offer in support of our clients.
SLK Private Wealth is designed to help you develop a clear path toward your financial objectives with the specific goal of empowering you to enjoy more of your life and your wealth.
With significant industry credentials and advanced training, our team of advisors is well-equipped to simplify the financial challenges you face, recommend customized solutions, and accompany you along every step of your journey. We accomplish this by carefully listening to your needs as well as your dreams.
While financial planning is the foundation of everything we build with you, it is our service that distinguishes our firm. Our team delivers a family office style of personal attention and accountability.
We are relationship-driven, and we focus on bringing all the advantages of our experience and expertise to benefit you and your family, as we plan together the success of your financial future.
With significant industry credentials and advanced training, our team of advisors is well-equipped to simplify the financial challenges you face, recommend customized solutions, and accompany you along every step of your journey. We accomplish this by carefully listening to your needs as well as your dreams.
While financial planning is the foundation of everything we build with you, it is our service that distinguishes our firm. Our team delivers a family office style of personal attention and accountability.
We are relationship-driven, and we focus on bringing all the advantages of our experience and expertise to benefit you and your family, as we plan together the success of your financial future.
Solutions
Large financial institutions and many financial advisors typically assign their clients to existing, pre-determined categories, including the types of investment portfolios they use (such as: aggressive, moderate, or conservative).
What we offer
At SLK Private Wealth, we are true money managers, active in the areas where we believe we can outperform benchmarks. Everything we offer is particular to your needs and expectations – even your dreams. All our recommendations align with your goals and personal values.
How we work
We emphasize risk mitigation and target maximum returns at a given level of risk, allocating investments based on your thorough and individualized financial plan.
Given the depth of our experience and the breadth of our skills, there are few scenarios we have not yet already encountered. Our backgrounds and expertise allow us to serve our clients almost like personal economists, able to explain situations objectively, detailing viable options, and recommending a path forward.
Some of our services include:
Resource Partners
In addition to our own services, we work with key resource partners to provide enhanced solutions for our clients.
serves as custodian for our clients’ assets. Serving more than seven million investor accounts worldwide, Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $47 trillion in assets under custody and/or administration, BNY Mellon is the largest custodian in the world by a significant margin. Pershing is an industry leader providing clearing and custody services in 65 global markets.
provides SLK Private Wealth with all-encompassing operational and technological support in an ecosystem of Partnered Independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.
