Lake Rock Wealth Management

Lake Rock Wealth Management Lake Rock Wealth Management Our team of LPL financial advisors create personalized financial plans

Carrie was proud to represent Lake Rock Wealth as a sponsor of the ALS Association's Super Hero Dash this past Saturday,...
05/19/2025

Carrie was proud to represent Lake Rock Wealth as a sponsor of the ALS Association's Super Hero Dash this past Saturday, May 17. This event is a great fundraising opportunity to support those living with ALS, and Carrie and her family have participated in the 5k the last couple years in Sue Stelman's honor.

If you see stock prices rally on tariff news–or fall as a tariff story unfolds–remember the search engine trend.  It sho...
04/04/2025

If you see stock prices rally on tariff news–or fall as a tariff story unfolds–remember the search engine trend. It shows that most people are looking for tariff information, so they may overreact when interpreting an update.

In light of the market news this week, I thought I would share a helpful blog post from Jeff Buchbinder, the Chief Equit...
03/12/2025

In light of the market news this week, I thought I would share a helpful blog post from Jeff Buchbinder, the Chief Equity Strategist for LPL Research. He and his associates have put together some really useful data points to keep in mind during times like these. Check it out and let me know if you would like to discuss further, or if you have any other questions or concerns about your individual goals and objectives.

LPL Research examines current volatility and why investors should look to stay in the market.

Thank you for your service and your sacrifice. Today and every day, we are grateful.
11/11/2022

Thank you for your service and your sacrifice. Today and every day, we are grateful.

Join us in commemorating the effective end of slavery in the U.S. Lake Rock Wealth Management will be closed on Monday, ...
06/19/2022

Join us in commemorating the effective end of slavery in the U.S. Lake Rock Wealth Management will be closed on Monday, June 20 in observance of this market holiday.

Happy Father's Day to all the dads out there!
06/19/2022

Happy Father's Day to all the dads out there!

06/08/2022

**Important Announcement**

Effective immediately, the Duluth, MN office will be available by appointment only, and the door will remain locked during business hours. We did not come to this decision lightly, and appreciate your patience and understanding as we take steps to keep our office secure.

What does this mean for you?
If you have a scheduled appointment in the office, we simply ask that you ring the bell or call the office to let us know when you've arrived, and then it's business as usual! If you don't have an appointment, you can call the office to make sure someone is available to answer your questions; if not, you'll be able to set up an appointment for a later date.

Please feel free to comment below or reach out to us directly via email or phone if you have any questions or concerns about this important change.

Thank you for your continued trust!

We wish you a day of happiness as you celebrate the women in your life (birth moms, bonus moms, mom friends, and every k...
05/08/2022

We wish you a day of happiness as you celebrate the women in your life (birth moms, bonus moms, mom friends, and every kind of mom in between), whether in person, virtually, or raising a glass in their memory. Cheers!

01/14/2022

As you may have heard, Duluth’s mayor has instituted an emergency mask mandate in response to the ongoing coronavirus pandemic. This impacts our office as it qualifies as a “space of public accommodation,” so we will be adjusting our operations accordingly. Effective at 5pm on Friday, January 14, our office will remain locked throughout the day, with a staged waiting area outside the door for clients with in-person appointments. Signage will be posted directing you to call the office to notify us of your arrival, after which we’ll bring you in for your meeting. In order to comply with this mandate, we are required to wear masks during these meetings, and we will have a supply of disposable masks available.

If you currently have an appointment scheduled with Carrie or Colton in the Duluth office and would like to change it to a phone call or virtual meeting, please let us know. We appreciate your assistance in complying with this order, and your patience as we continue to adjust our practices in response to this pandemic. Please note: At this time, these requirements only apply to our Duluth location; meetings held in the Hinckley office will continue to be held as normal until the local laws demand a change.

Feel free to contact us with any questions or concerns; we’ll get through this together!

Sincerely,
Carrie, Colton, and Nora

11/22/2021

Greetings! This is a friendly reminder that Lake Rock Wealth Management will be closed on Thursday, November 25 and Friday, November 26 in observance of the holiday. The market will be open on Friday, so if you need immediate assistance, you can reach our LPL client services team at (800) 877-7210 or the Ivy client services team at (888) 923-3355. We wish you a safe and happy Thanksgiving, and we'll see you when we return to the office on Monday, November 29!

12/23/2020

Happy Holidays from your friends at Lake Rock Wealth! Our team will be taking some time off for Christmas and New Year's, and we hope you're able to celebrate safely as well. We will still be available during normal business hours outside of the dates listed below:

Thursday, December 24: Closed
Friday, December 25: Closed
Thursday, December 31: Closed
Friday, January 1: Closed

Thank you for your continued trust, and we look forward to continuing to serve you in the new year!

Address

324 West Superior Street
Duluth, MN
55802

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Alerts

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