Lake Rock Wealth Management
Our team of LPL financial advisors create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
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Investment Services

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Gifting or Giving Strategies
Helpful content
We offer a full library of resources to help boost your financial planning knowledge.

SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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