A complete list of active advisors currently associated with LK Wealth Management, LLC
Warmer can help you find a great advisor at LK Wealth Management, LLC or one who fits your needs even better.
LK Wealth Management provides personalized portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. Services include discretionary and non‑discretionary portfolio management as well as comprehensive and single‑subject financial planning engagements. The firm constructs and monitors portfolios to align with client objectives and risk tolerances, using customized allocations or firm model portfolios with periodic rebalancing. Its investment approach combines fundamental, technical (charting) and cyclical analysis and employs both long‑ and short‑term strategies, including the use of options, margin transactions and short sales when appropriate. What is noteworthy about the firm is its acceptance of pension and profit‑sharing plan clients, a client type that is uncommon among peers in this category, and the availability of fixed‑fee financial plans alongside hourly consulting. The firm executes client trades through an institutional custodian program and discloses that it receives certain custodial services and benefits, a relationship it identifies as a potential conflict of interest.
To learn more about the advisors currently working at LK Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Duluth, GA
| 19
|
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