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We're here to help!

Our business is built on a foundation of thoughtful client relationships.
We look forward to talking with you.

Wealth Management

Please scroll down to the form below and let us know what brings you to Sourjohn-Kim.  From there, we will have the appropriate team member get in touch with you.

Plan Sponsors

Please scroll down to the form below and let us know what brings you to Sourjohn-Kim.  From there, we will have the appropriate team member get in touch with you.


Participant Service Requests

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Are you a Participant in a retirement plan with us?       SMARTMap

Our SMARTMap Financial Wellness Team is available to help employees navigate the retirement plan with ease.

Contact Request for Wealth Management or Plan Sponsor Services:

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