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Lakeview Wealth Management
We Provide Independent, Comprehensive Wealth Management

Lakeview Wealth Management is an independent, financial services firm. We follow the highest standards in managing your finances and are committed to offering you our extensive wealth management expertise and financial planning knowledge.

Your Lakeview

Your future has a unique view.

At Lakeview Wealth Management, we call that unique view your personal “lakeview.” It is a view where you feel comfortable and secure.  What is your lakeview?

The Lakeview Way

Industry News

How Much Higher Can Treasury Yields Go?

  We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth  expectations once the impact of COVID-19 variants recede. Our year-end 2022 forecast for the 10-year Treasury yield is 1.75–2.00%. An aging global demographic that needs income, higher global debt levels, and an ongoing …

Posted in Weekly Market Commentary | Comments Off on How Much Higher Can Treasury Yields Go?

Recent Industry Awards and Recognition

Forbes Best in State Wealth Advisors 2021
Forbes Top Women Wealth Advisors 2021
Forbes Best in State Wealth Advisors 2020
Forbes Top Women Wealth Advisors 2020