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.

Explore life scenarios

Seeking Advisory Support Associate

We seek another team member to join our collaborative, team-oriented atmosphere. For the full list of qualifications and submission instructions, click here.

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Join Us For Our Workshop October 25th – Protect Yourself Against Cyber Fraud

Wire fraud, identity theft, and email scams are growing increasingly more frequent.  No longer is it a question of if this will happen to me, but when.  Learn how to protect yourself from being the next victim. Bill French, Vice President Customer Protection and Financial Intelligence Group at Fidelity Investments, will be leading the discussion […]

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The Lakeview Portal ‘My View’- Keeping your Financial Information Secure

We are adopting a new secure delivery feature for documents delivery. With increasing security concerns, relying on email is not the most secure method of transmission, even if files are encrypted with a password. So, this fall we are rolling out a secure connection that is reachable from your laptop, tablet or phone. You will […]

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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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