General Info

Lakeland Wealth Management is a fee-based Registered Investment Advisory firm based in Memphis, Tennessee offering investment planning and money management services to individuals, families, and institutions. Services offered include: • Comprehensive Wealth Management for individuals and families • Retirement Planning: Investment management of IRAs, Roth IRAs, SEP and SIMPLE IRAs, 401(k) plans, 401(k) rollovers. • Money Management and Asset Allocation strategies for individuals and families: managed accounts, stocks, bonds, and ETFs • Custom Portfolios for High Net Worth Individuals • Third-Party Money Management for Wealth Advisors and Financial Advisors