about us

We diligently work on our client's unique needs and goals by ensuring our clients get the best outcomes.

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Our Mission

To lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our clients.

Our Values

Good stewardship and high ethical standards build trust and confidence in whom we serve. High ethical principles and professional standards are essential to positive outcomes.

  • Lakeland Wealth Management LLC is a fee-based registered investment advisory firm located in Memphis, TN. The firm provides comprehensive money management and financial planning services to families, institutions, and high-net-worth individuals, with a focus on fundamental value analysis and customized portfolio strategies aligned with each client’s goals, risk tolerance, and time horizon.

  • Sreeni Meka, CFA, CFP®, serves as Managing Member and Investment Advisor at Lakeland Wealth Management LLC. With twenty-nine years of experience in equities and derivatives markets, he has also worked as an adjunct professor of Finance at the University of Memphis, as a management consultant for Big Four firms, and in leadership roles with multiple Fortune 500 companies across North America.

  • Education and Credentials: Sreeni holds a Master’s degree in Mechanical Engineering from The University of Texas at El Paso and an MBA in Finance from the University of Memphis. He is also a CFA charterholder and a Certified Financial Planner.