Lockwood Wealth Management, located in Stamford, CT, is a financial services firm that helps clients organize their financial lives and achieve their long-term goals. With a focus on providing quality strategies customized to individual needs, their team of experienced professionals offers comprehensive financial advice and a commitment to quality client service.
Led by Senior Vice President Frank Lockwood, who has over 30 years of industry experience, Lockwood Wealth Management specializes in serving ultra high-net worth families and offers expertise in fixed income, portfolio construction, and estate planning. Their goal is to help clients preserve their wealth for future generations through personalized investment strategies and access to top intellectual capital.
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