Marilyn Petroskie's Colleagues at Lakeview Capital Partners, LLC
Marilyn Petroskie's Contact Details
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Lakeview Capital Partners, LLC
Marilyn Petroskie's Company Details
Lakeview Capital Partners is an innovative wealth management firm committed to evolving the space and setting the new standard in investment strategies and client collaboration. Owned and operated by experienced wealth advisors dedicated to their fiduciary responsibilities, Lakeview is driven by transparency and communication, stripping away the guesswork while providing tailored advice with clarity to those we serve. We are here to help manage the risks of accruing and preserving wealth in a way that goes well beyond the numbers. At Lakeview, we're in this for life -- together.Lakeview Capital is built on a foundation of community, connections, and innovation. Guided by the well-being of our clients and advisors, we have created a firm inviting to both, with a dynamic culture and sophisticated infrastructure.Lakeview is advisor-owned, with each of them fundamentally involved in the firm's direction and decision-making, all the while retaining their independence to provide personal, customized service.This commitment to the human element is matched by our innovative investing platform, which allows for increased maneuverability and adaptability within the space. By setting the new standard in wealth management, we remove systemic obstacles that hinder the advisor-client relationship and provide a clear, quiet path where our clients are heard and provide a clear, quiet path where our clients are heard and provided with the advice they deserve.Securities offered through SA Stone Wealth Management, Inc, member FINRA and SIPC. Advisory services provided through Lakeview Capital Partners, LLC ("LCP"). LCP is not affiliated with SA Stone Wealth Management. LCP is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing info@lcpwealth.com.https://www.sipc.comhttps://www.brokercheck.com