Princeton, NJ Financial Advisors | The Shenkler Lipkin Group

Your family. Your wealth. Our commitment. Pursuing what matters most.

The Shenkler Lipkin Group

609-951-5618
609-951-5655

855-711-6007

100 Overlook Center
Suite 100
Princeton, NJ 08540

The Shenkler Lipkin Group is committed to each generation of your family, providing the real insights you need, wherever you are in life. With the right balance of understanding and solutions, we will work closely with you to meet your challenges and opportunities today and reach your goals for tomorrow.

We believe clients choose us because we offer:

The experience that builds confidence
The assurance that we have their best interests at heart
The capabilities, resources and network to help with any situation

How can a financial plan help clarify what I want out of life?

A comprehensive plan can give you a vision to aspire to and helps keep you more focused on your goals. We help our clients clarify and prioritize their aspirations, put them down into a written plan, and then work together to track and reach their goals.

Our goals-based approach to planning can help you see the connections between all aspects of your financial world, including investments, banking, lending, insurance, trust and estate, and philanthropy.

“Our practice focuses on financial planning for a very simple reason: We are dedicated to looking at the big picture and helping you realize your life goals.”

— Leslie Shenkler

How will I keep my independence in retirement?

Approaching or entering retirement, many people fear the possibility of outliving their savings. Our protective strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Our team can work with you to help protect your lifestyle and livelihood in retirement. We will help you understand such influences as risk and investment time horizon, evaluate your current asset allocation, and help you maximize your Social Security benefits.

“When it comes to your retirement, you deserve a team who shares your vision, earns your trust and works diligently to help you achieve your goals.”

— Daryl Lipkin

How will you work with my whole family?

We help you navigate the intersection of family, business, finance and legacy by building strategies that serve current generations and yet are flexible enough to meet the needs of future generations. We’re committed to helping protect the financial independence of your entire family.

Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions, and access to local organizations.

“Understanding the needs, goals and wishes of your entire family is essential to help us connect all aspects of your financial lives.”

— Leslie Shenkler

How will you determine the right investment strategy for my situation?

Our advice is grounded in preserving and growing wealth and explicitly matching your assets to your objectives. By listening and aligning with your goals, we focus on strategies that help mitigate risk and build diversified portfolios across asset classes.

Through our comprehensive due diligence and planning process, we craft an asset allocation strategy that stays true to your objectives and maintains an opportunistic eye toward investments and changes in the market.

“We see the whole picture so you can feel confident that each aspect of your investment strategy is working together.”

— Daryl Lipkin

How will we work together?

We provide comprehensive investment reviews of your financial assets and related income. These reviews can be an excellent planning tool and are available at regular intervals depending on your needs.

We offer high-touch support that anticipates your needs and helps simplify your life. With a full range of services, our aim is to be helpful in every aspect of your financial life. We understand that everyone has a unique situation with diverse needs.

“Our exceptional service goes above and beyond the expected, including connecting you with the right technology and tools to help simplify your life. We build long-lasting relationships by treating our clients as we would our own family.”

— Christine Weingart