Recognized As
2026 Forbes Best-in-State Wealth Management Teams
(Formerly Lakeview Partners)
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
About Us
Our team brings a combined 75+ years of investment industry experience to help service our clients' diverse needs. That experience has helped us develop a balanced, risk-sensitive approach to investing that seeks to help preserve and grow our clients' assets.
We are passionate about helping clients realize long-term financial security and success. We engage our clients in comprehensive investment planning approach and provide tailored investment solutions. We serve approximately 200 individuals, families and businesses - managing over $400 million in clients assets (as of 12/31/25). Our team is highly accessible and accountable to our clients. Providing outstanding service to our clients is paramount to the success of our practice.
- We aim to respond to all client inquiries by returning calls or emails within 24 hours.
- Feel free to reach out to any member of our team, we will make sure your question or service need gets address as quickly as possible.
- We contact all our clients to keep them informed on the progress of their portfolio and investment plan.
- Scheduled portfolio and investment plan reviews are critical to keeping our clients informed and their plans updated.
- We maintain a boutique sized practice, allowing us to know each of our clients personally.
- Through personal relationships, we better understand our client's goal and objects, as well as their feeling on investment risk. This information helps us be as effective as possible for our clients during all market environments.
- We clearly state our client advisory fee schedule.
- All client expenses are fully disclosed in advance of establishing a new client relationship.
- Lakeview Partners Wealth Management places a high premium on the success of each client's individualized investment plan.
- You will always receive an honest assessment of your plan progress and steps needed for long-term success.
- We aim to respond to all client inquiries by returning calls or emails within 24 hours.
- Feel free to reach out to any member of our team, we will make sure your question or service need gets address as quickly as possible.
- We contact all our clients to keep them informed on the progress of their portfolio and investment plan.
- Scheduled portfolio and investment plan reviews are critical to keeping our clients informed and their plans updated.
- We maintain a boutique sized practice, allowing us to know each of our clients personally.
- Through personal relationships, we better understand our client's goal and objects, as well as their feeling on investment risk. This information helps us be as effective as possible for our clients during all market environments.
- We clearly state our client advisory fee schedule.
- All client expenses are fully disclosed in advance of establishing a new client relationship.
- Lakeview Partners Wealth Management places a high premium on the success of each client's individualized investment plan.
- You will always receive an honest assessment of your plan progress and steps needed for long-term success.
Why Independent?
We’re excited to announce our transition to Wells Fargo Advisors Financial Network. Please click below to learn more about this move.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you