A Highly Capable Team Coordinating Every Detail

At Lockwood Wealth Management, we have decades of combined financial industry experience, particularly in serving high-net-worth clients and navigating the complexities that often accompany wealth. Our team has worked through many different economic environments and market cycles and has the knowledge, experience and extensive network to address the challenges at hand.

We have earned credentials such as Certified Financial Planner^™ professional, Wealth Management Specialist, Chartered Retirement Planning Counselor^SM and Chartered Mutual Fund Counselor^SM. They are indicative of our commitment to best serve the needs of our clients.

We take full advantage of the tremendous depth and breadth of planning resources of Raymond James, one of the largest independent financial services firms in America. We work closely with Raymond James professionals in important disciplines, such as wealth planning, retirement planning, trust services and charitable giving strategies.

We also collaborate with our clients’ other trusted advisors, such as their CPA, attorney and insurance professionals, to help ensure a clear view of the big picture and bring about a more cohesive outcome.

In total, we believe it enables us to offer full-scope financial planning. It’s what wealth demands and what you deserve.