A complete list of active advisors currently associated with Lakewood Financial Group, LLC

Warmer can help you find a great advisor at Lakewood Financial Group, LLC or one who fits your needs even better.

Lakewood Financial Group is a registered investment adviser that provides discretionary comprehensive wealth management to high‑net‑worth individuals and families, typically those with investable assets of $1 million or more. Its services integrate portfolio management, ongoing financial planning, tax coordination, and access to private funds and structured products. The firm follows a strategic‑core with tactical‑overlay investment approach, relying on model portfolios and ETFs for core exposures while tailoring implementation to tax considerations and client‑specific IPS restrictions. When appropriate, Lakewood employs third‑party SMAs, custom derivative hedging, structured notes, and alternative investments to manage concentrated positions, generate income, or achieve defined outcome objectives. Distinctive features include a small, specialized team of three advisors managing roughly $90 million across about 42 client relationships and staff experience in derivatives and structured products that informs implementation. The firm uses alternative platforms (iCapital and CAIS) for private fund and structured‑note access, provides a complimentary subscription newsletter with specific buy/sell recommendations, and discloses supervised persons’ outside business activities and supervisory controls to address potential availability and conflict considerations.

To learn more about the advisors currently working at Lakewood Financial Group, 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.

You can also browse Lakewood Financial Group, LLC's office locations.