The Lockwood Team
Focused on Your Success. Invested in Your Well-Being.
As independent advisors, we enjoy the freedom to do what’s right for you. We have no obligations to investment products providers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Our sole focus is on serving your best interests.
Our Team is led by Doug Lockwood and David Scureman, CERTIFIED FINANCIAL PLANNERS™ professional and independent financial advisors. For nearly two decades, they’ve helped clients protect their lifestyles and pursue their life goals through a holistic approach to wealth and investment planning. The Lockwood Team works to emphasize the highest level of personal care and concern for each client’s well-being, adheres to a strict code of conduct built on honesty and integrity that requires placing client interests first at every stage of the wealth planning and investment processes.
The Lockwood Team is passionate about one thing: helping you maximize your life experience. We know that financial success is not a number, but the sum of the life experiences and cherished memories made possible by your wealth. We believe that pursuing what really matters in your life requires an integrated approach emphasizing ongoing education and the highest standard of care.
The Lockwood Team utilizes a three-pronged approach to investment and wealth planning.