Jonathan I Shenkman

Shenkman Wealth Management is an independent financial advisory and money management firm that provides comprehensive and personalized financial planning, investment management, and retirement planning solutions to our clients. SWM serves as a fiduciary to our clients where we specialize in developing creative retirement saving strategies for high earners, managing the proceeds from the sale of a business or other major liquidity event, and generating tax efficient cash flow to meet a client’s income needs. Additionally, SWM prides itself in collaborating our client’s other trusted advisors to help facilitate and manage various tax, estate, and financial planning strategies. A strong proponent of giving objective advice, SWM doesn’t have any proprietary products to “sell” to our clients. Rather, we believe in giving holistic wealth planning guidance, which includes working with outside asset management firms to provide the most appropriate solution for our clients’ needs. We believe our judicious approach towards managing risk helps clients’ portfolios withstand the test of time for the benefit of their beneficiaries and future generations. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Shenkman Wealth and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.