OUR PROFESSIONAL NETWORK

At Lockwood Wealth Management of Steward Partners, clients deserve more than a one-size-fits-all financial strategy. Our team is committed to providing comprehensive, personalized wealth management that helps you confidently pursue your goals.

We take a family office-style approach, collaborating with trusted professionals such as CPAs, attorneys, sports agents, and pension plan administrators to deliver holistic planning. This allows us to provide a level of service typically reserved for ultra-high-net-worth families, making it accessible to a broader range of clients.

Our Collaborative Approach Includes:

• Tax Planning Strategies - Proactively planning with CPAs to prepare for changing tax laws.
• Estate Planning Strategies - Partnering with attorneys to protect and transfer wealth effectively.
• Investment Management - Tailored portfolio strategies built around your financial objectives.
• Insurance Planning - Helping safeguard families and businesses against risk.
• Business Advisory Services - Supporting entrepreneurs and executives through business transitions, sales, and liquidity events.
• Charitable Planning - Structuring philanthropic strategies that align with your legacy goals.

Why Partner with Lockwood Wealth Management?

• Access to the deep resources and strength of both Steward Partners and Raymond James.
• Regularly review your financial position to help anticipate life changes, tax law updates, and liquidity events.
• The ability to tap into specialists and subject matter experts across Raymond James enhances our service.
• A proven process to bridge gaps and address challenges in real time.

At Lockwood Wealth Management, our mission is to combine experience, collaboration, and resources to deliver the holistic and proactive wealth management our clients expect.