284 US Route 206
Welcome to Westminster Wealth Management, where we treat our clients like members of our family. At WWM we take a holistic approach when developing personalized financial plans with our clients through all stages of life. We provide advice on creating a financial plan that will meet your short term and long-term goals, while growing your wealth and taking care of your family. We have products and services to meet your needs and help you achieve your goals. We take great pride in delivering exceptional customer service and we look forward to working with you on your lifestyle plan.
Kevin L. Lynch
Founder, Managing Director
Our mission is simple - to share with you what we consider to be the best retirement planning strategy available and then develop and implement a personalized financial plan that allows you to enjoy your retirement. Preparing for retirement can often be a stressful and an uncertain time. Westminster Wealth Management is exclusively focused on personal financial planning - specifically retirement planning and estate planning. Following the current fiduciary standards, I am extremely passionate about helping clients to work towards achieving financial success and experience the lifestyle that comes with a successful retirement planning strategy.
Everything we do a WWM is focused around creating a personalized holistic plan that is designed to elevate the potential and successfully accomplish your desired goals. The plan must be holistic as the accomplishment of one goal cannot derail another. For example, funding college should not have a negative effect on your desired plans for retirement.
At WWM, we educate our clients on all areas of financial plans to achieve the best results for each client. We have seven areas of focus in our planning: cash planning, investment planning, tax planning, risk planning, estate planning, charitable planning and value add planning (ex. Social security optimization, Medicare planning, etc.). We are customer centric and believe in building long-term client relationships. We work with our clients through all life stages ensuring their personal financial plans remain relevant and timely.
Our ultimate goal is to be your financial coach and trusted advisor for life.
Before entering the financial planning industry, Kevin L. Lynch was a senior executive with a large telecommunications company where he oversaw the operations of the international network and was responsible for a budget program of $800 million and led an organization of 7,500 telecom professionals. He was the senior executive responsible for the company’s network recovery following the 9/11 disaster in New York City in 2001. In this capacity, Kevin had the opportunity to meet with financial planners where he observed their focus on investment planning, not financial planning. This sparked Kevin’s interest in learning more about financial planning and realized that he could make a difference by helping to educate people about setting life goals and creating financial plans.
In 2007 Kevin joined the American Prosperity Group (APG) where he spent eight and a half years as a retirement and estate planning specialist. Recognizing the broader needs of his clients, Kevin decided to start his own independent firm where he could offer a wide range of products and services to meet the distinct needs of his clients.
Westminster Wealth Management was founded in 2016. WWM takes a holistic approach to meet our clients’ needs and goals today and in the future. We design plans that that help our clients achieve financial success and experience the lifestyle that comes with effective financial planning.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
KEVIN L. LYNCH
Retirement, Estate, College, and Insurance Planning Specialist
First we develop, implement, and monitor strategies designed to address each client's individual situation.We do this by meeting with clients and educating them on the strategies and products available to them before implementing a plan. Westminster Wealth Management is an independently owned firm, so we offer a wide range of retirement solutions to meet our clients’ needs. We continue our relationship by encouraging clients to come in on an annual basis to review investments and health considerations and discuss current financial situations. There are so many factors that affect financial plans - what works today, may indeed need to be revised for tomorrow. Again, our main focus is to create satisfaction for our clients so they are able to enjoy their retirement years without reservation.
My ultimate goal is to be your financial coach and trusted advisor for life.
Are you concerned about your Retirement Income?Are you concerned Social Security won't be enough to live off of?How do I protect my assets from Market Losses?Do you lose sleep on whether you will outlive your money? Do you know what to do with your 401K once you leave employment?Want to retire in 5 years, but don't know if you financially can?
If these are the questions you are asking yourself, feel free to schedule a free consultation today!
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