The Lakeland Wealth Management Service encompasses your many financial needs under one roof for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our service addresses financial and life planning, management of investment assets, and an array of financial planning functions.
We realize that along with an increase in financial success comes an increase in the complexity of issues. Lakeland Wealth Management Service guides many aspects of our client’s financial situations. We recognize the need to manage the interdependent nature between investments, income and estate taxes, retirement, and daily expense management.
Our client’s unique financial needs and goals change over time, so we offer a broad spectrum of services with ongoing and adaptive management. We monitor and rebalance our portfolios as global and personal circumstances evolve.