Skip to content
envelope
  • T: 631.727.6380
  • F: 631.721.4093
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Kelli Lanino
    • Brenda Sujecki
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Retirees
    • Sudden Wealth
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Banking & Lending Solutions
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • CDFA - Divorce Planning
  • Events
  • Digital Account
  • Resources
    • Resources
    • Subscribe to our Insights
    • Insights and Commentary
      • Insights and Commentary
      • Client Access Videos
      • Worthwhile
      • Behavioral Finance
        • Behavioral Finance
        • Familiarity
        • Loss Aversion
        • Overconfidence
        • Mental Accounting
      • Living Your Legacy
        • Living Your Legacy
        • Career
        • Community
        • Family
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • KL Wealth Strategies, LLC
    332 West Montauk Highway Suite 4 Hampton Bays, NY 11946 T: 631.727.6380 F: 631.721.4093
    Map and Directions Map and Directions
KL Wealth Strategies, LLC logoKL Wealth Strategies, LLC logo
Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us
Always here for you
KL Wealth Strategies, LLC logoKL Wealth Strategies, LLC logo
  • KL Wealth Strategies, LLC 332 West Montauk Highway Suite 4 Hampton Bays, NY 11946
  • T 631.727.6380
  • F 631.721.4093
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. KL Wealth Strategies LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use