Lakeland Wealth Management

At Lakeland Wealth Management LLC, we diligently work on our client's unique needs and goals by ensuring our clients get the best outcomes. Our mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our clients. We believe that good stewardship and high ethical standards build trust and confidence in whom we serve.

Our Values

High ethical principles and professional standards are essential to positive outcomes. Our values are centered around integrity, which is the foundation of our business. We strive to be transparent, honest, and accountable in all our interactions with our clients. Our goal is to provide personalized financial guidance and investment management services that meet the unique needs of our clients.

Our Team

Our managing member and investment advisor, Sreeni Meka, CFA, CFP, has twenty-seven years of investment experience in the equities and derivatives markets. Sreeni has worked as an adjunct professor in Finance at Arkansas State University, as a management consultant for big four firms, and served at a number of Fortune 500 companies in North America. Sreeni holds a Master's degree in Mechanical Engineering from The University of Texas at El Paso, an MBA degree in Finance from the University of Memphis, a CFA charterholder, and a Certified Financial Planner.

Our Services

The Lakeland Wealth Management Service encompasses your many financial needs under one roof for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our service addresses financial and life planning, management of investment assets, and an array of financial planning functions. We realize that along with an increase in financial success comes an increase in the complexity of issues. Lakeland Wealth Management Service guides many aspects of our client's financial situations. We recognize the need to manage the interdependent nature between investments, income and estate taxes, retirement, and daily expense management. Our client's unique financial needs and goals change over time, so we offer a broad spectrum of services with ongoing and adaptive management. We monitor and rebalance our portfolios as global and personal circumstances evolve.