With Us, It’s About Full Support
Our team of wealth management advisors gives you total transparency at every turn.
When you partner with Lake Street Advisors, you’ll work with a team that is dedicated to understanding your specific and diverse wealth management needs. We won’t just lay out a roadmap for you–we’ll work together to explain your option and help you decide on the best path forward.
It’s About Relationships
When it comes to managing your wealth and financial legacy, trust is paramount. Lake Street’s wealth advisors take our relationship with you very seriously, maintaining completely open communication and a full support team to manage every aspect of your wealth.
It’s About Partnerships
Successful wealth management strategies involve many wealth professionals, and we believe in establishing partnerships with your other advisors to help us all work more effectively on your behalf. We provide them with a complete picture of your financial situation and activity, saving them the time they may normally spend chasing information or guessing about assets. Arming your wealth advisory team with the right information to answer the complex questions and advise on your entire financial picture helps drive long-term success.
It’s About Independence
By working with a Registered Investment Advisor (RIA) who is not tied to any products or managers, you have the freedom to move on at any time, with no obligation. It’s nice to have that option, but we believe you’ll enjoy partnering with us for the long-term.
It’s About Personalization
As an employee-managed wealth management firm, we’re proud to be able to provide a single-digit client-to-advisor ratio, which helps us go beyond your expectations with personalized service and a detailed consultation–something you won’t get from larger financial institutions. We not only want to, but we are able to put your needs first, and while we may be handling your financial assets, we’ll never treat you like just a number.