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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 multidisciplinary finance and investment professional with deep expertise across private wealth management, mergers and acquisitions, and capital markets. Prior to founding K3’s Wealth Management, Samuel developed his foundation in investment banking and advisory at Evercore, where he built expertise in valuation, deal structuring, and strategic transactions.

Samuel holds an extensive credential set — including the Chartered Financial Analyst (CFA) designation, Enrolled Agent (EA), Certified Mergers & Acquisitions Advisor (CM&AA), FINRA Series 65 and 66 licenses, and a Juris Doctor (JD) — positioning him at the rare intersection of financial, tax, and legal expertise.

His client philosophy centers on clarity and precision: translating complex financial and legal landscapes into confident, growth-driven strategies for entrepreneurs, business owners, and ultra-high-net-worth families.

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.