Contact

Our Story

Built on Trust. Guided by Purpose. Dedicated to Your Financial Future.

Founded by Professionals, Built for Families

K3’s Wealth Management was created to bridge the gap between traditional financial advice and modern, holistic wealth management. We recognized that most firms focused only on products — not people. Our goal was to change that.
From day one, we’ve built our practice around understanding each client’s life goals, values, and vision for the future. Whether you are an entrepreneur, a family business owner, or a professional planning for retirement, we provide clear strategies that evolve with your life.
Our team brings decades of collective experience in insurance, retirement planning, and wealth preservation, delivering thoughtful guidance that helps clients thrive in every season of life.

A Mission That Lasts Beyond a Lifetime

We believe that true financial success isn’t just about accumulation — it’s about continuity. Our approach integrates long-term care planning, estate design, and retirement strategy, ensuring your financial legacy extends well beyond your lifetime.

Every solution we offer is built on three core principles:

Clarity

Empowering clients with understanding and insight.

Confidence

Creating financial stability and peace of mind.

Commitment

Providing trusted, ongoing support through every stage of life.

Meet With Our Agents

Samuel Lukumuena

CEO & Founder

Samuel Lukumuena is a finance and investment professional with a multidisciplinary background spanning wealth management, mergers and acquisitions, and private equity. Before founding his own firm, Samuel gained experience at global leaders Kirkland & Ellis and J.P. Morgan, where he honed his expertise in valuation, deal structuring, and strategic advisory.

Holding credentials as an Enrolled Agent (EA), Chartered Financial Analyst (CFA), and Certified Mergers & Acquisitions Advisor (CM&AA), as well as multiple FINRA licenses and a Juris Doctor (JD) from Syracuse University, Samuel brings a rare combination of financial acumen, analytical rigor, and legal insight to every client engagement.

His approach blends technical precision with forward-thinking strategy, empowering businesses and individuals to make confident, growth-driven decisions.

Faustin Lukumuena

Chief Financial Officer | Vice President

Faustin Lukumuena is a seasoned finance and accounting executive with over three decades of experience across both the public and private sectors. His career embodies a steadfast commitment to excellence, integrity, and strategic financial leadership.

Prior to establishing his own practice, Faustin held senior positions at globally recognized institutions including Janus Funds, Arthur Andersen (Big 5), KPMG (Big 4), and First Data Corporation. Over the course of his career, he has developed deep expertise in auditing, taxation, financial strategy, corporate governance, and business consulting, advising a diverse range of individuals, entrepreneurs, and corporations.

Your Wealth. Your Family. Your Future — Managed with Care.

Whether you’re building your first financial foundation or preparing to transfer wealth to the next generation, K3’s Wealth Management provides the clarity and partnership you need to move forward with confidence.

Because your story deserves a financial plan that grows with it.

Experience. Integrity. Partnership.

We are proudly independent, client-focused, and driven by innovation. Our advisors work alongside families, business owners, and professionals to simplify complexity and turn financial goals into achievable realities.
Every relationship begins with listening — and every strategy ends with results you can measure and trust.