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Our Tools

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.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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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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