About
What We Do
Financial Planning
401)k) Plan Management
Investment Management
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Talk with an Advisor
Contact us
dan@lakewatercap.com
Sarasota, FL
- (941)- 587-1466
Syracuse, NY
- (315)-724-2676
3001 Founders Club Dr.
Sarasota, FL 34240
First name
Last name
Email
Phone number
What is your current age range?
Under 40
40-49
50-59
60-69
70+
Other
What is the approximate value of your total investable assets (excluding primary residence)?
Under $250,000
$250,000 - $499,999
$500,000 - $999,999
$1M - $2M
Over $2M
Message
What type of relationship do you prefer with your financial advisor?
Quarterly check-ins with detailed reviews
Ongoing communication and regular updates
Annual meetings with access as needed
Comprehensive planning with frequent strategy sessions
Hands-off approach with periodic reporting
Which statement best describes your current situation?
I'm actively looking for a new financial advisor
I have an advisor but considering making a change
I manage my own investments but want professional guidance
I'm preparing for a major financial transition (retirement, inheritance, etc.)
I don't currently have an advisor and want to start working with one
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