Transparent financial management 

Our Beliefs and Values 

Lake Point Advisors take the fiduciary standard very seriously.  We are holistic planners who focus on each person and maximizing their retirement plan. We believe transparency and a client-first approach is the foundation every client relationship is built on.

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

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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.