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

GET’ing the Most out of Your College Savings – WA GET Program Update

The Washington Guaranteed Education Tuition (GET) program has “rebased” units held in its popular college savings plan.   The GET Program enables families to pre-pay college tuition costs by purchasing tuition units now to avoid paying higher tuition costs in the future.  By rebasing, the program was able to bring the numbers back into alignment with the formal terms of the plan.

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Julie – Mentor to Young Women in Finance

Partner Julie Back returned to her alma mater, Central Washington University, where she addressed students belonging to the Women in Business Club. The group seeks to empower and inspire women in CWU’s business school by inviting business leaders like Julie to visit the school and share their stories. Julie, a teacher at heart, was eager […]

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Lisa’s Guest Appearance on KSER

Recently, Lisa Peters appeared on the radio program “Getting Your Dough to Rise,” which is produced locally by Chuck Noel at KSER. Lisa’s more than three decades of experience as a Certified Financial Planner, her technical expertise and her Midwest charm were all on display during her hour-long visit with Chuck. On the last Monday […]

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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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