We make sure your finances mirror and support your goals.
As a team who works with many institutions, our goal is to manage the investments to keep your organization in a place of financial health and prosperity.
Whether providing healthcare, education, or mission work around the world, each institution is unique and must be treated as such.
In order to meet the needs and objectives of our clients, we prudently manage the investments, cash flow and liabilities tailored to your needs.
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.