Working with you, we create a holistic strategy integrating all aspects of your financial life. We deliver proactive, high-touch service, with the singular focus of helping you achieve your goals. We identify decisions that need to be made, provide essential information needed to make those decisions, then manage execution.
We serve a diverse group of clients who seek a trusted partner to guide their family's financial strategy and deliver optimal results. Our team of professionals are devoted to addressing the complexities of your financial life today, and planning for your legacy tomorrow.
We serve a diverse group of clients who seek a trusted partner to guide their family's financial strategy and deliver optimal results. Our team of professionals are devoted to addressing the complexities of your financial life today, and planning for your legacy tomorrow.
Services
Lake Street provides holistic financial advice and administration to families with significant wealth. Our team oversees and implements coordinated strategies across all aspects of our clients' financial lives. Actions are aligned with long-term objectives and no detail is overlooked. Clients receive the peace of mind that comes from knowing their Lake Street team delivers sound strategy and solid execution.
Lake Street works with discerning families and individuals who have complex financial lives and seek an indispensable advisor to serve as their Chief Financial Officer and Chief Investment Officer. Our clients span a broad spectrum of financial savviness, age, and professional experience - from current and former business owners to corporate executives and investment professionals.
At Lake Street, we build customized multi-asset class portfolios to maximize post-tax, post-fee returns and support your short- and long-term goals. Our focus is on maximizing post-fee, post-tax, risk-adjusted returns. All of our actions are guided by our fiduciary obligation to put your interests first.
In order to deliver indispensable advice and service to our clients, Lake Street is committed to being an outstanding place to work. We are focused on attracting, developing, and retaining exceptional people. Our team consists of self-motivated, collaborative problem solvers who embrace complexity and creativity.
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