SageView Advisory Group completed the acquisition of Lakeview Wealth Management.

SageView Advisory Group, an independent RIA firm, completed the acquisition of Lakeview Wealth Management, a wealth management firm. Financial terms were not disclosed. "Welcoming Judy, Lisa and their team to SageView supports our growth strategy and expands our presence in the important Chicago-area market. Judy has more than 20 years of experience in the financial services industry and was recognized for the past three consecutive years as one of Forbes' Top Women Wealth Advisors and Best-in-State Wealth Advisors. Lisa, who joined the family practice 11 years ago, has been recognized for her leadership and passion as a finalist in 2021 and 2022 for Women in Asset Management Next-Gen Leader of the Year. Their joint experience will enhance SageView's mission of delivering best-in-class financial planning at the intersection of retirement and wealth management," Randy Long, SageView Founder and Managing Principal.