Lance Wakefield

Life never stands still. It evolves, changes direction and leads to new possibilities. That means your approach to financial security cannot be static. Together we will define what is most important to you and your family. Lance helps his clients clearly identify their goals for the future both personally and professionally. Through that process Lance helps clients assess different solutions for asset allocation and tax efficient strategies. Over a period of many years, we will assist our clients in accumulating, protecting and distributing their wealth, designed to promote their personal financial security goals.

My Mission

My mission is to provide clients with sound financial services, while acting with empathy and integrity. My work will be to impact clients in a positive manner realizing that the decisions a family makes today can dramatically alter the course of their lives tomorrow.