Experts You Can Trust > Built on Trust

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.

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.
  • This field is for validation purposes and should be left unchanged.