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My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Meet Our Team

Kenneth J. Leach

Founder, Managing Director

kleach@lmkwealth.com

Matthew J Melendy

Co-Founder, Managing Director, and Business Office Director

mmelendy@lmkwealth.com

Steven Selengut

IAR | Portfolio Management Consultant

sselengut@lmkwealth.com

Maureen Langan

Client Services Associate

mlangan@lmkwealth.com

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