It’s your story, we’re here to help you write it.

What we do

We believe that wealth management is a relationship, not a formula.

Lakeview is an independent financial planning and registered investment advisory firm. We help every person and family we serve build a unique and evolving financial roadmap, so they can navigate all of life’s transitions with confidence and optimism.

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Why lakeview
  • We manage money, but we work for people.

    Wealth management is a series of personal decisions, not just a balance sheet. Our success is rooted in the genuine care we have for people, their lives, and the experience they have with us.

  • We personalize your peace of mind.

    Wealth comes with complications, and we can help uncomplicate them. We match deep experience with personalized understanding to help you maximize your assets and minimize your anxiety.

  • We never stop learning, or listening.

    We’re relentlessly curious and driven to solve the unique puzzle that is your financial plan. We are constantly looking for new ways to empower our team and help our clients make the smartest possible financial decisions.

Life scenarios

At the end of the day, it’s about your challenges, and being prepared to meet them.

See how we help our clients through a variety of real-life scenarios, from basic questions about investments, to broader concerns about retirement planning.

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insights

Customer Service Financial Planning Associate

We seek a warm, professional, client-focused team player to gather information, prepare reports and assist in developing and updating financial plans for our advisory teams. See the job description.

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Happy Holidays

As the year draws to a close, we would like to express our gratitude for the good people who surround us, all the opportunities that present themselves, and the ability to help others. In keeping with holiday spirit we have made a donation to the local Humane Society, an organization that saves thousands of pets each […]

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Washington State GET Deadline for Withdrawal Extended

Until it was recently frozen, Washington State offered a prepaid tuition plan (GET). Parents could buy tuition “units” in advance to lock in the cost of tuition, with the expectation that it would cost more when the student enrolled years later. In 2015 the value of a GET unit dropped from $163 to $117 per unit after the legislature reduced tuition state-wide. In response, the GET commission offered to redeem units with no refund fees at the purchase price or current unit value, whichever is greater, through December 15, 2016. The deadline has been extended through September 1, 2017. GET unit holders who invested at the high point should carefully consider the pros and cons of redeeming units, including the tax impact.

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When a client tells me that they don't worry about their investments or their financial plan because they know it's in our hands. That's success to me." Julie Back
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Are you ready for personalized peace of mind?

We’d be happy to answer any questions you have or to schedule a consultation with one of our certified financial planners.

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