A complete list of active advisors currently associated with Lakeridge Wealth Management LLC

Warmer can help you find a great advisor at Lakeridge Wealth Management LLC or one who fits your needs even better.

Lakeridge Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and charitable organizations. The firm implements discretionary portfolios, financial plans, and 3(21) retirement-plan services and may, in some cases, recommend private placements or alternative investments as part of client solutions. Investment decisions are driven by a long-term, fundamental-analysis approach and typically use mutual funds and ETFs, with selective use of individual securities, bonds, and unaffiliated independent managers; the firm conducts ongoing due diligence and portfolio monitoring and uses institutional custody and platform relationships for trade execution and account services. Financial planning is offered on both project and ongoing bases, and the advisor will work with clients to set asset allocation, portfolio construction, and reasonable investment restrictions. What distinguishes Lakeridge from many multi-team peers is its multi‑brand practice structure and the regulatory and product overlaps among staff: several advisory personnel also serve as registered representatives of broker-dealers (Private Client Services and Cetera) and are licensed insurance producers, and in those separate capacities may receive commission-based compensation in addition to advisory fees. The firm’s mix of fiduciary advisory services, brokerage/insurance affiliations, and occasional recommendations of private investments creates potential conflicts of interest that the brochure discloses and that prospective clients should evaluate.

To learn more about the advisors currently working at Lakeridge Wealth Management LLC, 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.