& LEGACY PLANNING WEALTH MANAGEMENT FOR DISCERNING FAMILIES

Integrating holistic financial advice with disciplined

investment management — allowing you to focus on what matters most to you

Lake Street Advisors has consistently delivered results to our clients since 2003*.

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Define Purpose

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

1

Holistic Strategy

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

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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.

Adirondack chairs in winter

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

LEARN ABOUT WHAT WE DO
boat on lake in fall

We serve a diverse group of clients who seek a trusted partner to guide their family’s financial strategy and deliver optimal results.

FIND OUT WHO WE SERVE
house on lake in summertime

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

MEET OUR TEAM

BOSTON, MA
101 Federal Street, Suite 2215, Boston, MA 02110
tel: 617.303.5100

PORTSMOUTH, NH
25 Chestnut Street, Suite 200 North, Portsmouth NH 03801
tel: 603.610.4100