A Difference You Can Appreciate

We believe there are several factors that set us apart from the typical financial group. Here are the ways we stand out – and the reasons you should give serious consideration to Lockwood Wealth Management.

Our focus on the needs of high-net-worth clients

The complexities of wealth require more than just a typical advisory relationship. We offer wealth management tailored to the affluent – a total coordination of all essential financial matters and investments.

Connecting our clients to the capabilities they need

If you are familiar with the concept of a family office, you have a good idea of how we work and what we can do for you. We have a wealth of contacts and resources across all areas of financial planning, from tax mitigation strategies to estate planning. Serving as the point person, we are able to coordinate strategies for whatever your specific situation requires.

The resources of Raymond James

As one of America’s largest independent financial services firms, Raymond James offers a depth of planning resources and professionals in disciplines such as wealth planning, retirement planning, trust services and charitable giving strategies.

A personalized boutique-style client experience

With every question, concern and request you have, you can expect a prompt and courteous response. Our thoroughness, follow-through and attention to detail will be evident in every action. We will consistently and proactively look out for your best interest – so you can go about your life with the confidence of knowing you have an experienced wealth management team in your corner.