Broker Check
At Lamkin Wealth Management Strategies In the Press

Our Philosophy


At Lamkin Wealth Management, we seek to preserve your capital through active management.

Learn More

Our Services


Lamkin Wealth Management specializes in wealth planning, trust services, estate planning, risk management planning, small business planning, women’s wealth, and more!

Learn More

Client Resources


Check out our Weekly Commentary here. Are you a Client?

Learn More

Trusted Financial Advisory and Wealth Management Services

Our thoughtful, client-centric approach sets us apart. At Lamkin Wealth Management we specialize in working with you to develop and manage a financial plan and investment strategy tailored to your lifestyle goals and objectives. We focus on guiding you through the various financial stages in your life, taking the time to listen to you to understand your unique needs and goals, and helping to craft your personal financial blueprint.

We understand that your life will change and the financial markets will shift over time, so we make it a point to maintain regular contact with you. This allows us to proactively recommend adjustments to reflect changes taking place in your life or the markets, helping ensure that your financial blueprint remains in line with the financial future you envision. Depending on your needs and preferences, you'll enjoy a monthly or quarterly call, as well as an annual plan update, plus an account review, a tax review and a beneficiary and will update. In short, we stay on top of every aspect of your financial plan on an ongoing basis.

Contact Us

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow