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 will never put our interests ahead of our clients, and will disclose any conflict of interest up front.  We strive to be the most transparent financial advisors possible.  

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