Lake Street works with discerning families and individuals who have complex financial lives and seek an indispensable advisor to serve as their Chief Financial Officer and Chief Investment Officer.
Our clients span a broad spectrum of financial savviness, age, and professional experience — from current and former business owners to corporate executives and investment professionals. We tailor our approach and style to each client’s specific needs. The families we serve represent diverse backgrounds and are located across the country. Clients come to Lake Street seeking an advisor who takes into account their values, goals, and legacy.
We embrace complexity and present clients with a clear view of creative options developed for them. We are nimble yet consistent; we strive to continuously improve in an evolving world without wavering on fundamental principles.
Lake Street delivers integrated financial advice and investment expertise, managing the day-to-day necessities of execution for one purpose – to allow clients to live the most fulfilling life possible.