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

May – Our “Give Big” Month

As members of the South Lake Union Chamber of Commerce, we found an incredible organization that helps vulnerable youth, as young as 14 up to 24 years of age. Serving downtown Seattle and the U-district, YouthCare provides food, shelter, assistance with meeting education goals, life and job skills training, counseling services, and more. These caring […]

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Lakeview Market Outlook – May

So far this year, the stock market has been buoyed by the expectation that the new administration will achieve most of its policy proposals. The market is still priced for success – assuming deep cuts in regulation, significant tax cuts and a massive spending program on infrastructure. As investors, we must ask ourselves if we believe that those objectives will be achieved. Or do we believe there will be a delay or failure of any one? A clear-eyed assessment points to the probability of a failure of expectations, and markets don’t react well to disappointment. We are already seeing a tempering of the optimism in the last couple of months – volatility is increasing,

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Welcome, Rob!

Rob Lane has joined the Lakeview team as an Associate Advisor. He has a Bachelor of Business Administration, has earned graduate degrees in law and business (MBA) from Gonzaga University, and an LLM degree in Taxation from the UW School of Law. Rob is not only highly credentialed with advisory experience, he is clearly passionate […]

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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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