From Day One, Our Mission Has Been Built on Trust
You trust us with your wealth, and we don’t take that lightly.
Successful, long-term wealth management requires problem-solving, smart, sound investment strategies, and comprehensive financial planning on an ongoing basis. However, it also requires a trusted advisor-client relationship built on consistent results. We take your business–and your trust–seriously.
A Small Start Turned Big Impact
Originally founded in 2003, Lake Street Advisors started in a small office in Wolfeboro, NH as a provider of advisory services to wealthy families across New England. Since that time, we have steadily grown, and now serve clients around the country. We have gotten to where we are with a focus on trust and putting your needs first.