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Welcome to LMK Wealth Management
LMK Advisors offers a variety of portfolio management strategies. Once you establish your investment goals and risk tolerance our professionals will design a portfolio to suit your needs. Our investments portfolios include dividend paying equities and income producing closed ends funds. Our strategies blend both value and growth.
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.
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.
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.
Founder, Managing Director
Co-Founder, Managing Director, and Business Office Director
IAR | Portfolio Management Consultant
Director of Operations
Client Services Associate