High net worth - Lakeview - Independent Investment Consultants

Preserving Wealth

We understand the dynamics of high net worth investors and the importance of advice for building wealth as well as leaving a legacy. We not only view the technical aspect of financial planning, but the fundamental importance of goals as well.

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As a fiduciary, we manage your assets with trust and transparency incorporating personalized care for your growing assets while taking into consideration associated risks or complications.

We integrate with your tax professionals and attorneys so you can have the confidence knowing we are well informed with a holistic approach to your financial needs.

We Take Your Goals Seriously

Not only do our clients want to maintain and care for their wealth, many times they have philanthropic and impact goals to make a difference.

Your goals are our goals.

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Next Up, Socially Responsible Investors

About

Lakeview Capital Partners, LLC is an independent investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended.

More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing info@lcpwealth.com.