The mother-daughter team sold their practice to SageView Advisory after deciding that they needed to shed some tasks in order to spend more time with customers.
/PRNewswire/ SageView Advisory Group ("SageView"), one of the nation s leading independent RIA firms, announced it has completed the acquisition of Lakeview.
/PRNewswire/ SageView Advisory Group ("SageView"), one of the nation s leading independent RIA firms, announced today that Lakeview Wealth Management of.