You take care of others.
We take care of you.

Lakepoint Wealth Partners is an independent, fee‑only registered investment advisor. Being independent means we’re not tied to any products, sales quotas, or corporate agendas — our only job is to recommend what’s genuinely best for you. As a fiduciary, we’re legally and ethically committed to putting your interests first, which is simply how we believe financial advice should work.Although we’re based in Michigan, we work virtually with healthcare professionals across the country so you can get high‑quality financial guidance without disrupting your schedule.When you become a client, we’ll meet several times upfront to build your plan, and then hold at least two structured review meetings each year. Between meetings, you’ll receive ongoing education through weekly emails, videos, and podcast episodes designed to help you stay confident and informed.

At Lakepoint Wealth Partners, we charge a straightforward, asset‑based advisory fee. Your fee is calculated as a blended percentage of the investments we manage on your behalf and is deducted directly from your account each quarter. Our current schedule is:1.25% on the first $500,0001.00% on the next $500,000 ($500,001–$1,000,000)0.75% on the next $4,000,000 ($1,000,001–$5,000,000)0.50% on the next $5,000,000 ($5,000,001–$10,000,000)0.40% on the next $15,000,000 ($10,000,001–$25,000,000)0.30% on the next $25,000,000 ($25,000,001–$50,000,000)0.25% on the next $50,000,000 ($50,000,001–$100,000,000)0.20% on assets above $100,000,000 Because the fee is blended, only the portion of your portfolio that falls within each tier is charged at that tier’s rate.We are a fee‑only fiduciary, which means we do not receive commissions, product incentives, revenue sharing, or any other form of hidden compensation. The advice you receive—including tax planning, retirement planning, and estate coordination—is fully included in your advisory relationship with us.

Our mission is simple: To care for the financial well-being of the healthcare professionals who dedicate their lives to caring for others. That means taking as much of the financial planning burden off your plate as possible so you can focus on your career, your family, and the things that matter most.As a Lakepoint client, we support you across every major area of your financial life, including:Retirement planningInvestment managementTax planning and strategyEstate planning coordinationInsurance review and risk managementCash‑flow and savings planning And anything else needed to help you feel organized, confident, and genuinely excited about your financial future.

Not at all. While our firm’s specialized planning tools and marketing are tailored to the unique career paths and financial complexities of healthcare professionals, we welcome clients from all backgrounds. The strategies we use to manage wealth, optimize taxes, and plan for retirement are universally robust, and we are proud to serve any individual or family looking for dedicated, fiduciary wealth management.