Kei Investment Group

LMD Wealth Advisors is a team of experienced financial advisors based in Westfield, NJ, dedicated to providing tailored financial planning strategies to help clients achieve their goals. With a focus on building long-term relationships and delivering quality client service, the team offers comprehensive wealth management services, including retirement income planning, fixed income strategies, and estate planning. They employ a disciplined approach to asset allocation and personalized investment strategies, collaborating closely with clients and their trusted advisors to help generate and manage income in retirement while minimizing tax impact. Led by Brian Lockier, a 28-year veteran of the financial services industry, the team also includes Gerard P. Melley and Michael J. Dietrich, who bring extensive experience and expertise in wealth management. Martha Dericks, a registered sales assistant, supports the team in handling operational and administrative needs. With a commitment to understanding clients' priorities and concerns, LMD Wealth Advisors aims to be the primary source of financial advice for individuals, small businesses, and non-profit organizations, helping them navigate their financial journey with confidence.Generated from the website

Visit our office today located in Westfield, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in Westfield, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.