A complete list of active advisors currently associated with Lakepoint Wealth Partners

Warmer can help you find a great advisor at Lakepoint Wealth Partners or one who fits your needs even better.

Lakepoint Wealth Partners is a state‑registered, fee‑only investment adviser that offers comprehensive wealth management and standalone financial planning to individuals, pre‑retirees, retirees, growing families, and young professionals. Services include ongoing discretionary or non‑discretionary portfolio management and project‑based or hourly financial planning engagements. The firm follows a long‑term, passive, evidence‑based investment approach focused on strategic asset allocation, global diversification, low‑cost ETFs, and periodic rebalancing. Operationally, Lakepoint recommends and builds its systems around a digital custodian platform (Altruist Financial LLC) that supports fractional share trading and integrated trade execution and reporting. Lakepoint is newly formed and, at initial registration, reports no regulatory assets under management; its principal brings recent broker‑dealer, banking, and mortgage industry experience while operating as a fee‑only RIA. The brochure highlights compliance and client‑protection practices tailored to Michigan rules—such as a five‑day rescission right, a $500 cap on advance deposits for long planning engagements, negotiable blended AUM billing mechanics, and a policy of not accepting proxy‑voting authority—that are presented in greater detail than is typical in many peers’ disclosures.

To learn more about the advisors currently working at Lakepoint Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Wyatt Flynn	Highland, MI	2

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