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Levy, Daniel & McGee Wealth Management

  209-263-0330   ken.levy@ldmwm.com

Levy, Daniel & McGee Wealth Management

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Creating a Financial Plan for

Financial Independence

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn about what we do and our approach to help you save fast.

Creating a Financial Plan for

Financial Independence

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Inquire with us today and see how we can help you.

 

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Local Advisors with Innovative Resources

We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.

  • Investment & Portfolio Management
  • Business Succession Planning
  • Corporate Retirement Plans
  • Family Partnerships
  • Charitiable Planning
  • Access to Lending Services through our Affiliates
  • IRAs & IRA Rollovers
  • Estate & Elder Services
  • Education Funding
  • Trustee Services
  • Insurance Solutions

 

Our Services

See how we may serve you today

What Our Advisory Fee Provides You

Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.

Pre-Retirees and Retirees

Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.

What a CFP® can do for you

A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.

Our Team

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Kenneth F. Levy, CFP®

Wealth Manager, Executive Member

Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.

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Corey N. Daniel

Wealth Manager, Executive Member

Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging

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Dudley McGee

Wealth Manager, Executive Member

Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.

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Looking to learn more?

Get in touch today

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Latest Blog Posts

Sequence Rate of Return Risk

Submitted by Levy, Daniel & McGee Wealth Management on July 13th, 2020

During the early years of your retirement, be extra conservative when drawing income from your investments.   The reason is because a drop in the market value of your portfolio, when you begin taking withdrawals, could have a devastating impact on the future value of your investments.  This is referred to as the sequence rate of return risk, and is unique for income investors.

  • Read more

Transitioning the Family-Owned Business to Successive Generations

Submitted by Levy, Daniel & McGee Wealth Management on July 13th, 2020

Lifelong residents of Lodi know firsthand the value that multigenerational family-owned businesses and farms bring to our community.

  • Read more

Why Accurate Business Appraisals Matter

Submitted by Levy, Daniel & McGee Wealth Management on July 13th, 2020

I am a fan of the reality television show, Shark Tank.  If you are not familiar with the program, entrepreneurs make presentations to a group of investors in hopes of raising money for their budding businesses.

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Contact info

  •   2111 W. Kettleman Lane, Ste. C, Lodi, California 95242
  •   209-263-0330 or 844-695-5504
  •   ken.levy@ldmwm.com
  •   ken.levy@ldmwm.com

Contact us

Securities and Advisory Services offered through LPL Financial, a registered investment advisor,  Member FINRA & SIPC.  The LPL representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, FL, HI, ID, MD, NV, OR, TX, VA, VT, WA
 

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