Broker Check

1661 International Dr
Suite 400
Memphis, TN 38120
Office: (901) 818-3064
Mobile: (901) 337-4815
  

Lakeland Wealth Management, LLC

Lakeland Wealth Management, LLC

(901) 818-3064
sreeni@lakelandwealth.com

Lakeland Wealth Management, LLC is fee-based Registered Investment Advisory firm based in Memphis, TN offering money management and financial planning service to families, institutions and high net worth individuals.

We offer:

  • Money management and strategic asset allocation for individuals and families with stocks, bonds, and alternative assets.
  • Comprehensive wealth management services to families.
  • Educational planning through Coverdell educational planning and 529 plans.
  • Manage UTMA/UGMA accounts for minor children.
  • Retirement planning with rollover IRAs, SEP IRAs and advise on 401(k) plans.