Broomfiled, CO Office

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 also serves as a 3(21) retirement plan advisor and operates under two practice names (Doctor’s Financial Resource and MBA Financial Services), which reflect specialist practice lines.

The firm acts as a fiduciary and delivers customized portfolios that rely principally on ETFs and mutual funds, using fundamental analysis with a generally long‑term orientation while retaining discretionary authority for day‑to‑day trading and ongoing monitoring. Lakeridge may also use independent managers, individual equities and bonds, alternative investments, or cash positions to address tax, liability or client‑specific constraints.

Compared with many team firms, Lakeridge maintains a multi‑office footprint (eight offices) and several advisory persons who are also registered representatives of broker‑dealers (Private Client Services LLC and Cetera Advisor Networks) and licensed insurance professionals, arrangements under which securities and insurance transactions can be implemented outside the RIA and may generate separate commission income. The firm also discloses institutional relationships with Fidelity and Schwab that provide technology, research and other economic benefits (including launch reimbursements noted in its disclosures), which it identifies as potential conflicts of interest.