Lakshmi Moparthi Financial Services Professional with LM Wealth Group LLC.

Lakshmi Moparthi Financial Services Professional with LM Wealth Group LLC. Financial Services Professional licensed to sell insurance through LM Wealth Group LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through LM Wealth Group LLC and may

be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

379 Thornall St. 8th Floor
Edison NJ 08837
PH:732 494 5300


LM Wealth Group LLC does not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is # OK79772

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 mon...
01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/4qSjSpf

Want to talk about building a savings approach that actually fits your life? Let's connect.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
01/20/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/4jphSlo

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4s9dOcU

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/49XC774
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from ...
11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/487E0LQ

Want to talk about what that kind of confidence could look like for you? Let’s connect.

"Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!"
11/12/2025

"Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!"

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Edison, NJ
08837

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