Lakewood Wealth Management

Lakewood Wealth Management is an independent financial services firm with offices in Ann Arbor and Jackson. Its advisors offer comprehensive financial planning, investment management and insurance review, with a focus on tailoring plans to each client's personal values and goals. The firm also lists a university employee specialty and works with clients in a variety of complex financial situations.

The firm uses a team approach, and its advisors state they act as fiduciaries for advisory clients. Prospective clients can reach the Jackson office at 2019 4th St. in Jackson, and the team's contact details are listed on the company's site. Advisory services are offered through LPL Financial.