324 W Superior St
Lake Rock Wealth Management
Our team of Waddell & Reed financial advisors create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with our team of financial advisors to set budgets and create a plan to pursue your financial goals.
We offer a full library of resources to help boost your financial planning knowledge.
A Bucket Plan to Go with Your Bucket List
A Brief History of Estate Taxes
The Facts About Income Tax