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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.

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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.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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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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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?

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.

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