At Lakeview Wealth Management, we help individuals, families, executives, and business owners through a tailored process to achieve retirement without sacrificing lifestyle, while also paying less in taxes.
Most entrepreneurs focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. When partnering with Lakeview Wealth Management, one can rest assured that our advisors:
At Wellington-Altus Private Wealth, we also have access to a team of the most integrated specialists in the industry to help provide guidance as your financial situation evolves. We truly care about and appreciate our clients and want to build lasting relationships so they can achieve their dreams of financial success.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.