Mission & Values

Family-Office Style Wealth Management

We sit on the same side of the table as our asset management clients, minimizing our conflicts of interest. Lakeview Capital Partners will work diligently with you to pinpoint the objectives that must be met in order to ensure your wealth continues to empower your lifestyle and achieve your needs AND goals. We do this through our Family-Office service model, with our internal and external resources trained to take a comprehensive view of your entire financial situation, identifying the areas of strength and weakness. We then work to design and implement an investment strategy that, from a risk/reward perspective, will help you attain your goals in what we believe is the most prudent and effective way possible.

Our Advisors provide the foundation for a wide array of financial capabilities including:

LCP Services

  • Wealth Management
  • Comprehensive Financial Planning Including:
    • Retirement Planning
    • Business Ownership & Transition Planning
    • Generational Wealth Transfer Strategies
    • Estate Planning
    • Education Expense Planning
    • Income Tax Planning
    • Charitable Giving Strategies
    • Insurance Coverage Analysis
    • Corporate Retirement Plans
    • Defined Benefit Plans
    • Risk Management