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.

Explore our services
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
insights

The Inevitable Bear Market and What To Do About It

As stock market indexes have climbed to frequent “new record highs,” and our sense of calm and security is tested by geopolitical events and the mysteries of politics, many have begun to worry about their stock market exposure and whether their stock/bond/cash allocation is appropriate.

 

The current bull market in U.S. stocks has been going on for a very long time, more than 8 ½ years, and it can’t keep going for ever, can it?  If not, then what happens next?  Well, the markets are cyclical, and the other part of the cycle is a decline in values, often called a “bear market”.  As we are fond of saying, we cannot predict (meaning time) the market.  But we do know that there will be another bear market, some time.

 

So, what is a “bear market”?

 

Read more

Thoughtful Philanthropy Part II

Working the Plan

 

Now is a great time to assess where your charitable dollars have gone so far and to set plans for your total giving for the year. There could be tax benefits to reap, stretching what you can give to charity. (As we write this, a new tax bill is being considered in Congress. It is possible that charitable contributions will be treated differently if and when any new tax laws are passed). We always recommend you discuss tax strategies with your CPA.

Read more

Thoughtful Philanthropy Part 1

Resources for Making a Plan

 

Giving to worthy causes is inspirational and personally rewarding. Your donation (or volunteer efforts) can truly change someone’s life. Yet this may be an area that you haven’t had time to fully define. There are great causes, so many needs, often urgent ones. As resources, interests and passions change over time, the charitable “plan” can constantly evolve. How much, to what, and when? Cash, appreciated property, and/or time?

Read more
View all insights
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
contact us

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.

Get in touch