A complete list of active advisors currently associated with Lockwood Wealth Strategies, LLC

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

Lockwood Wealth Strategies provides wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and businesses. The firm manages approximately $80.6 million on a discretionary basis for roughly 70 clients and generally does not impose a minimum relationship size. The adviser builds portfolios using exchange‑traded funds, low‑cost diversified mutual funds, and individual equities, and applies both fundamental and technical analysis with a primarily long‑term orientation while permitting shorter‑term trades for rebalancing or client needs. Lockwood may also recommend unaffiliated independent managers for all or part of a client’s portfolio and retains legacy positions when appropriate for portfolio fit or tax considerations, providing ongoing oversight and client communication under discretionary authority. Founded in 2024 and led by the owner who holds a Certified Wealth Strategist credential, the firm operates as a single‑advisor practice with an institutional platform relationship that provides software and operational support through a recommended custodian; the brochure discloses these economic benefits and the adviser’s oversight of potential conflicts. The firm does not participate in wrap or soft‑dollar programs, does not accept proxy‑voting responsibility for client securities, and relies on qualified custodians for custody and fee deduction with accompanying client reporting.

To learn more about the advisors currently working at Lockwood Wealth Strategies, 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.