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Lake Wealth Group can help make your retirement an adventure worth sharing.

<b>Our Approach</b>

Our Approach

We create custom strategies tailored to meet your individual needs and goals.

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<strong>Our History</strong>

Our History

Over two decades of experience have prepared Lake Wealth Group to help guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Who We Are</b>

Who We Are

We listen to your needs, goals, and dreams, then work together to work through each of them. Lake Wealth Group can help you address your needs today and for many years to come. We look forward to working with you.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

Lake Wealth Group will work with you to explore your options and determine which ones fit your individual strategy. Our entire team works hand-in-hand with you and always acts in your best interest, keeping all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Terry Geter

Terry Geter

Owner & Financial Advisor