SLK Private Wealth

Newsletter Alert – 2024 Year-End Letter As we step into 2025, we remain committed to guiding you through the evolving market landscape with insight and strategy. Thank you for your continued trust and partnership. Read our full Year-End Letter for deeper insights: https://lnkd.in/gS6MuNnG #PrivateWealth #SLK #HNY

✨🎉 Happy New Year from all of us at SLK Private Wealth! 🎉✨ As we close out 2024, we’re filled with gratitude for the trust and partnership of our incredible clients and colleagues. Wishing you a year filled with peace, joy, and meaningful moments! Wishing you and your loved ones a joyful year ahead. 🥂 #HappyNewYear #Gratitude #PrivateWealth #WealthManagement

Happy Thanksgiving from our families to yours!! This Thanksgiving, we are filled with gratitude for the trust you place in us to help guide your financial journey. It is an honor to partner with you and your families. As we reflect on this season of thanks, we’re reminded of the importance of strong relationships and the shared values that make them thrive. Your confidence in us drives our commitment to serving you with care, integrity, and excellence every step of the way. From all of us at SLK Private Wealth, we wish you and your loved ones a joyful holiday filled with warmth, gratitude, and cherished memories. 🦃 Happy Thanksgiving! 🦃 #Thanksgiving #Gratitude #WealthManagement #ThankYou

Today, our team is celebrating with a bit of spooky fun! 👻 Whether it's creative carvings, sweet treats, or a little office decor, we believe in bringing a little seasonal spirit into our workday. Halloween reminds us of the importance of creativity, teamwork, and—of course—a sense of humor. Here's to embracing the unexpected and keeping things lively, both in and out of the office! Happy Haunting, everyone! 🧙♀️🕸️ #HappyHalloween #TeamCulture

2024 Q3 Newsletter Alert – The Futility of Forecasting: Why Long-Term Discipline Trumps Short-Term Speculation In our latest quarterly letter, we explore how to best navigate the Fed's actions, economic uncertainty, and the upcoming election. By examining market dynamics, we highlight why staying focused on long-term goals and tuning out short-term noise is crucial during these turbulent times. We invite you to read the full letter for a deeper insight into our perspective.: https://lnkd.in/g4nSgtHD #Newsletter #PrivateWealth

🎉 Exciting News! We’ve Added to Our Team! 🎉 We’re thrilled to announce that we’ve welcomed a fantastic new Client Administrator to our team! 🚀 Joshua Sehwani brings a wealth of enthusiasm and a client-first mindset that perfectly aligns with our values. We’re confident that he will play a key role in delivering exceptional service and support to our clients. Please join us in giving Josh a warm welcome! We’re excited to see the impact he will have as we continue to grow and innovate. #WelcomeToTheTeam #ClientAdministrator #Growth #TeamExpansion #ExcitingTimes

Our team is growing! We are very excited to announce that Jack Marsopian has joined SLK Private Wealth as a Client Administrator. Please join us in welcoming Jack to the SLK family. 👏 #Growing

2024 Q2 Newsletter – Macro & Markets In our latest quarterly letter, we dove into the current economic landscape surrounding inflation, stagflation, and the potential for recession. Despite the resilience shown by the U.S. economy, there are emerging signs of strain that warrant close attention. We explore the nuances of market trends, the lessons history offers, and the opportunities that lie beyond the familiar marquee names.  We invite you to read the full letter for a deeper insight into our perspectives and strategies: https://lnkd.in/dtwu_pvs #Newsletter #PrivateWealth

We're #hiring a new Client Administrator in Los Angeles, California. Apply today or share this post with your network.

Exciting news! SLK Welcomes Two New Advisors to Our Team 🎉 We are thrilled to announce the addition of two exceptional individuals to our team. Please join us in welcoming Adam Weinstock, CFP® and Eleanor “Ellie” Weinstock. Adam joins SLK as Managing Partner and Senior Financial Advisor, who focuses on working with business owners, entertainers and multi-generational families. He focuses to address all aspects of investment management, retirement income management, tax-efficient strategies, estate planning strategies and legacy planning. Before joining SLK, Adam spent over 8 years working as a Senior Financial Advisor and Senior Vice President at Wells Fargo Advisors. Ellie joins SLK as a Managing Director and Senior Financial Advisor. Ellie’s practice focuses on working with multi-generational families and individuals, with an emphasis on retirement income strategies and legacy planning. Ellie has amassed 34 years of experience as a senior financial advisor, serving at Morgan Stanley and most recently at Wells Fargo. Their combined experience and passion for guiding clients on their financial journeys will make them perfect additions to our team. We are confident that their insights and expertise will be invaluable as we continue to grow and strive for excellence in serving our clients. Please join us in giving a warm welcome to Adam & Ellie! #Welcome #TeamGrowth #NewBeginnings #PrivateWealth