Evanston, IL Office

Lakewood Financial Group serves individual investors and families who seek institutional-caliber portfolio management and comprehensive financial planning, typically working with clients who have at least $1 million of investable assets. The firm provides discretionary wealth management that combines portfolio construction, ongoing asset-allocation oversight, tax-loss harvesting coordination, and comprehensive planning covering retirement, estate, tax optimization, and risk management, and it may recommend SMAs, private funds, and structured products where appropriate.

The firm’s investment approach blends a strategic core with tactical overlays, relying on model portfolios and ETFs for core exposures while customizing implementation for tax sensitivity, IPS-documented risk parameters, and client-imposed restrictions. Risk management is an explicit focus: the firm routinely uses derivative hedging strategies, structured outcomes, and third‑party managers to manage concentrated positions, liquidity needs, and tax constraints.

What distinguishes the firm is its small, boutique structure—three advisors managing roughly $90.6 million for a limited client base—paired with pronounced expertise and operational arrangements for derivatives and alternative investments. Lakewood also uses dedicated alternative-investment platforms (including sole-source execution for structured notes), provides a complimentary subscription newsletter with specific trading recommendations, and documents standing authorizations and tax-focused processes to support bespoke implementation.