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.
Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investment Services

Advisory Programs

Insurance

Education Saving

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

Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More

Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn More

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More