Steve Lynch Wealth Management

Kyle Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has served in the Army National Guard since 2009, currently holding the rank of Captain. His prior experience includes roles at United Planners Financial Services and his own insurance agency. Steve Lynch Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or individual securities and manages the majority of assets on a non-discretionary basis.

Stephen Lynch is a CFP® with 39 years of industry experience. He is the owner and president of Steve Lynch Wealth Management in Albuquerque, NM, where he has worked since 2004. In addition to his advisory role, he is an author who has written a book since 2021. Steve Lynch Wealth Management provides financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with selected active investments, managing approximately $132 million across about 582 client accounts as of December 2024.