top of page
Wyatt Flynn

Hi, I’m Wyatt Flynn.
Fiduciary financial advisor, strategist, math nerd, and founder of Lakepoint Wealth Partners.
I’ve spent my career helping people navigate complex financial landscapes, with a core focus on serving the healthcare professionals who care for our communities.
Wealth management isn’t just about numbers on a spreadsheet—it’s about securing your peace of mind and protecting the future you’re building. Growing up in Southeast Michigan, I watched my mother work selflessly as a nurse to raise three boys. I saw firsthand her incredible dedication to her patients—and the unique financial complexities that come with a demanding healthcare career.
That early lesson in stewardship shaped my entire philosophy. After honing my skills inside major financial institutions like JPMorgan Chase and Raymond James, I realized the traditional industry often fell short of providing truly tailored, conflict-free advice.
I founded Lakepoint Wealth Partners to build a better model: independent, tax-aware, and built entirely around your goals.
Professional Foundation & Fiduciary Commitment
-
Founder & Managing Member, Lakepoint Wealth Partners: Built to deliver custom wealth planning, tax-aware strategies, and portfolio management designed specifically for healthcare professionals and their families.
-
Institutional Grounding: Backed by years of experience and rigorous training across leading Wall Street firms.
-
Academic Credentials: Bachelor of Business Administration in Finance with a Minor in Economics from Western Michigan University.
Life Beyond Investments
When I’m not optimizing portfolios or designing tax strategies, I keep my edge sharp and stay active around Michigan:
-
Staying Active: On the course playing golf, on the courts playing pickleball, or taking long bike rides.
-
Mind & Strategy: Refining my tactical thinking over a game of chess.
-
Pure Michigan Days: Unwinding on the water, boating, and spending time with family, friends, and my dog.
bottom of page