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LMK Wealth Management - Our Objective |
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Submitted by Amie Snyder
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Our objective is to create and maintain wealth for affluent individuals and their families. LMK Wealth Management develops relationships based on confidence and trust. We understand the importance of understanding an individual’s goals and risk tolerance; from there we begin to design an investment plan that is suitable.
The flow chart depicts a continuous cycle of discussing, planning and the re-evaluating of a clients portfolio. The management process is implemented and then adjusted for each individual person based of life changes. This truly individualized management style includes individual equities and fixed income investments and does not include typical Wall Street products.
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LinkedIn Recommendation:
 Wynell Kennaugh - Senior SEM Consultant at Colonial Movers - If you are looking for a social media guru, this guy's it! I am wondering why he doesn't have his own plane. He doesn't... I asked! I hope he makes it out my way! Would love to meet him! Highly recommended for anything with social media marketing, programming and even general knowledge on just about anything. The guy is well read! - March 17, 2012, Wynell was Teo's client |
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