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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.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
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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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