About Us

Lakewood Wealth Management is a Michigan-based independent financial services firm. Our advisors practice comprehensive, holistic financial planning and asset management. We are fiduciaries that act in your best interest, period. Our advisors spend time listening and asking questions; tailoring your financial plan to your personal values and goals. Our team has various backgrounds in finance and accounting, and experience working with a variety of complex financial situations. We use a team approach to make sure you receive the best experience possible.

About Us

Lakewood Wealth Management is a Michigan-based independent financial services firm. Our advisors practice comprehensive, holistic financial planning and asset management. We are fiduciaries that act in your best interest, period. Our advisors spend time listening and asking questions; tailoring your financial plan to your personal values and goals. Our team has various backgrounds in finance and accounting, and experience working with a variety of complex financial situations. We use a team approach to make sure you receive the best experience possible.

What you can expect from Lakewood Wealth ManagementOur Core Values
What you can expect from
Lakewood Wealth Management
Our Core Values

Kindness

We strive to have ‘the heart of a teacher”. We want to build long-term relationships and strive to spend as much time as needed to ensure that you understand your investments, financial plan and fees.

Trustworthiness

We prioritize trust and integrity in all our relationships, fostering transparency, reliability, and honesty in every interaction with our clients, colleagues, and partners.

Excellence

We strive for excellence in everything we do, setting high standards for performance, professionalism, and service quality, and continuously seeking opportunities for growth, innovation, and improvement.

Fiduciary

We embrace our fiduciary duty to act in the best interests of our clients, upholding the highest ethical standards, and serving as trusted advisors who prioritize our clients’ financial well-being above all else.

Kindness

We strive to have ‘the heart of a teacher”. We want to build long-term relationships and strive to spend as much time as needed to ensure that you understand your investments, financial plan and fees.

Trustworthiness

We prioritize trust and integrity in all our relationships, fostering transparency, reliability, and honesty in every interaction with our clients, colleagues, and partners.

Excellence

We strive for excellence in everything we do, setting high standards for performance, professionalism, and service quality, and continuously seeking opportunities for growth, innovation, and improvement.

Fiduciary

We embrace our fiduciary duty to act in the best interests of our clients, upholding the highest ethical standards, and serving as trusted advisors who prioritize our clients’ financial well-being above all else.

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Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NV, NY, NC, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management.Customer Relationship Summary Form (CRS)

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