Welcome to Lake Point Advisors

Planning for your future

Our Approach to Wealth Management
At Lake Point Advisors, we know that you want to feel secure in your financial future and educated on the options available to you. In order to do that, you need sound advice from a partner you can trust.
 
The problem is, advisors you have met with previously have been focused on a singular investment approach and not focused on a comprehensive financial planning strategy. You are left feeling anxious and uncertain if you are as prepared as you should be for retirement.
 

Nobody can control investment returns, market conditions, or interest rates, but you can closely monitor how much risk you are taking.

Understanding how much risk you need to take to achieve your long term goals will be a top priority in your retirement plan.

Core Services

Investment advice offered through GWM Advisors, LLC, a registered investment advisor. 

Check the background of your investment advisor representative https://adviserinfo.sec.gov/

Advisory services are only offered to clients or prospective clients where GWM Advisors doing business as Lake Point Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors dba Lake Point Advisors unless a client service agreement is in place.
 
The content is developed from sources believed to be providing accurate information. Information provided is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.