Lakewood Financial Group, LLC

Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families seeking institutional-caliber portfolio management paired with holistic financial planning. Its services include discretionary portfolio management, IPS-driven model portfolios, coordinated tax-loss harvesting, and access to private funds, structured products, and separately managed accounts.

The firm implements a strategic core with tactical overlays, using ETFs as primary building blocks and supplementing with mutual funds, individual securities, private pooled vehicles, and bespoke derivative overlays where appropriate. It emphasizes tax sensitivity, documents both risk tolerance and capacity in each IPS, routinely accommodates client-imposed restrictions, and requires client consent for major planning or strategic shifts.

A distinctive feature is the firm’s explicit practice of recommending and selecting unaffiliated third‑party managers and SMAs—conducting formal due diligence while not accepting placement or referral compensation—an arrangement that is less common among peers. The firm also highlights specialized implementation tools (custom derivative hedges, defined‑outcome structured products, and private fund allocations) for concentrated or tax-constrained situations and is newly established, currently reporting no assets under management as it begins operations.