Profoundly Independent, Singularly Focused

Preserving and Growing Your Wealth Responsibly

As a trusted advisor servicing high-wealth family clients, we’re dedicated to your specific wealth management goals. We know your needs are diverse, and our team of experts will help give you the peace of mind that your financial future is secure.

YOUR FINANCIAL SECURITY STARTS HERE
let's talk
The path to your financial security starts with a simple, friendly conversation...
Tell us a little bit about yourself so that we can set up a meeting with one of our specialists and get you started.

Grow your knowledge. Subscribe to get the industry insights that matter to you.

© Copyright 2018 Lake Street Advisors, LLC. All Rights Reserved.

Boston, MA 101 Federal Street, Suite 2215, Boston, MA 02110 – p:617.303.5100

Portsmouth, NH 25 Chestnut Street, Suite 200 North, Portsmouth NH 03801 – p:603.610.4100

* Lake Street Advisors 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.

Information on this website is directed toward U.S. residents only. Lake Street Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. 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.