About us
Lockwood Wealth Management Inc. is a Registered Investment Advisor providing financial planning, investment and non-investment related consulting, and investment management services to individuals, trusts, estates, corporations and business entities. Lockwood prides itself on its total independence, sophisticated and customized planning and implementation, and commitment to confidentiality.
Lockwood is a completely independent, fee-based advisor, acting as a client's personal CFO to provide objective, unbiased advice. At all times, Lockwood conducts itself with integrity, prudence and diligence. The result is advice that is tailored to help you achieve your financial goals.
Our mission is to provide clients with the highest level of financial planning and investment management advice, while maintaining a fiduciary duty to act in the client's best interests in all aspects of the financial relationship. Lockwood's guiding principle is, first and foremost, to serve the client.
Lockwood is a completely independent, fee-based advisor, acting as a client's personal CFO to provide objective, unbiased advice. At all times, Lockwood conducts itself with integrity, prudence and diligence. The result is advice that is tailored to help you achieve your financial goals.
Our mission is to provide clients with the highest level of financial planning and investment management advice, while maintaining a fiduciary duty to act in the client's best interests in all aspects of the financial relationship. Lockwood's guiding principle is, first and foremost, to serve the client.
email: info@lockwoodwealth.com
phone: 203.344.1321
phone: 203.344.1321
© 2012 Lockwood Wealth Management, Inc.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Lockwood Wealth Management, Inc. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Lockwood Wealth Management, Inc., a registered investment advisor in the state of Connecticut. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Connecticut, or where otherwise legally permitted or where an exemption or exclusion from such registration exists. Lockwood Wealth Management, Inc. is incorporated in the State of Connecticut.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Lockwood Wealth Management, Inc. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Lockwood Wealth Management, Inc., a registered investment advisor in the state of Connecticut. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Connecticut, or where otherwise legally permitted or where an exemption or exclusion from such registration exists. Lockwood Wealth Management, Inc. is incorporated in the State of Connecticut.