Lakewood Wealth Partners is an independent, fee-only wealth management firm based in Naples, Florida, that operates under a fiduciary standard, always placing clients' interests first. The company specializes in providing comprehensive financial planning, sophisticated investment management, retirement planning, and tax strategies. Their mission is to build long-term, trusted relationships with clients by offering unbiased, transparent advice and customized financial plans designed to help individuals and families achieve their life goals.

Founded in

Canada