our services

Comprehensive Wealth Management

All of your financial needs — in one relationship, for one transparent fee. We work alongside you to clarify what matters most, align your assets with your goals, and deliver integrated investment management, financial planning, and ongoing advice tailored to your life.

  • Investment policy & portfolio construction
  • Retirement planning & income strategy
  • Tax-efficient asset location
  • Estate & legacy planning coordination
  • Insurance needs analysis
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Financial Planning & Advisory

More than portfolio management — a complete financial plan built around your life. We integrate your investments, income, tax situation, and long-term goals into a coherent strategy that adapts as your circumstances evolve.

  • Comprehensive financial plan development
  • Cash flow & budgeting strategy
  • Retirement income planning & Social Security optimization
  • Education funding & 529 planning
  • Risk management & insurance analysis
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Ongoing Portfolio Monitoring & Rebalancing

Your portfolio is never set and forgotten. We provide continuous oversight — monitoring performance, adjusting allocations, harvesting tax losses, and rebalancing back to your target — so your investments stay aligned with your goals and risk tolerance through every market cycle.

  • Quarterly performance reporting & review meetings
  • Systematic rebalancing & drift management
  • Tax-loss harvesting & gain deferral strategies
  • Behavioral coaching through market volatility
  • Annual financial plan updates

Lakeland Wealth Management is a registered investment adviser registered with the Tennessee Securities Division, Department of Commerce and Insurance. Registration does not imply a certain level of skill or training. A copy of Lakeland Wealth Management's current written disclosure brochure (Form ADV Part 2) discussing our advisory services and fees is available upon request or through the Investment Adviser Public Disclosure database at www.adviserinfo.sec.gov.

Lakeland Wealth Management charges fees for advisory services. Fees may include a percentage of assets under management and/or fixed planning fees. Full fee details are disclosed in our Form ADV Part 2. Lakeland Wealth Management does not receive commissions or compensation from third parties in connection with advisory services.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. No strategy assures success or protects against loss. The information on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Deposit • Not Insured by Any Government Agency
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are registered trademarks of Certified Financial Planner Board of Standards, Inc. Sreeni Meka, CFA®, CFP® holds these credentials and is bound by their respective codes of ethics.
© 2026 Lakeland Wealth Management. All rights reserved. Memphis, TN • (901) 228-8500