What is the company's mission?

The company's mission is to provide prudent investment financial guidance, where integrity matters and clients come first.

What services does the company offer?

The company offers a range of home services, as well as an IB portfolio. They focus on providing value and maintaining integrity in their work.

How can I get in touch with the company?

Customers can contact the company through the contact page on the website, or by visiting the blog section.

What is the company's approach to client relationships?

The company emphasizes that integrity matters and clients come first, indicating a focus on building strong, trustworthy relationships with their clients.

What sets the company apart from its competitors?

The company's focus on providing value and maintaining integrity in its work sets it apart from competitors who may prioritize other factors. This approach is reflected in the company's mission and values.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Lakeland Wealth Management

$440.0K revenue • 2 employees • 1707 Kirby Pkwy #100, Memphis, TN, 38120, United States

Last Updated Jun 19, 2025

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Company Overview

Company Name

Lakeland Wealth Management

Address

1707 Kirby Pkwy #100, Memphis, TN, 38120, United States

Website

lakelandwealth.com

Phone

(901) 347-2725

Approx. Annual Revenue

$0.4M

Employees

Established

2014

Google Reviews

5.0 (1 review)

Google Business Category

Financial planner

About Lakeland Wealth Management

Prudent Investment is a financial services company based in Memphis, Tennessee, that was established in 2014. The company's mission is to provide prudent financial guidance and integrity-driven services to its clients, with a focus on putting their needs first.

Business Profile

Read from the Lakeland Wealth Management website on Oct 15, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Clear services and contact

Recent changes

What changed on the Lakeland Wealth Management website and Google listing, as detected by Coldlytics on each visit.

Oct 15, 2026
Estimated revenue band moved from $500K-1M to $250K-500K

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Financial Advisor Companies near Memphis, TN

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Frequently Asked Questions about Lakeland Wealth Management

Technologies Used

Key Decision Makers

Sreeni Meka Owner/President