Lake Street Advisors has consistently delivered results to entrepreneurs and executives since 2003*.

    Define Purpose

    We help you define purpose for your wealth and fortify your legacy.

    Define Strategy

    Working with you, we create a holistic strategy integrating all aspects of your financial life.

    Execution

    We manage the execution of your plan and focus on getting the details right.

    We deliver proactive, high-touch service, with the singular focus of helping you achieve your goals.

    WHAT WE DO

    We identify decisions that need to be made, provide essential information needed to make those decisions, then manage execution.

    WHO WE SERVE

    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

    Our team of professionals are devoted to addressing the complexities of your financial life today, and planning for your legacy tomorrow.

    BOSTON, MA
    155 Federal Street, Suite 502, Boston, MA 02110
    tel: 617.303.5100

    PORTSMOUTH, NH
    145 Maplewood Avenue, Suite 210, Portsmouth NH 03801
    tel: 603.610.4100

    Focus Financial Partner

    Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

    *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

    Copyright ©2021 Lake Street Advisors Group, LLC. All Rights Reserved.

    Terms of Use | Privacy Policy

    Download Form CRS (Updated 11.30.2021)