Who We Serve

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.

As your partner, we:

  1. Help you define the purpose for your wealth. We balance goals such as wealth transfer to descendants, charitable intentions, and how you will spend money today and in the future.
  2. Develop a holistic strategy encompassing all aspects of your financial life. No decision should be made in a silo, and all components of your financial life must work together to achieve the desired results.
  3. Construct a multi-asset class investment portfolio customized to your needs and goals, delivering access to unique opportunities while never accepting commissions or compensation from investment managers.
  4. Facilitate engagement with your descendants to ensure responsible stewardship of your wealth for future generations.
  5. Ensure that your charitable giving strategy is structured to generate the desired impact.
  6. Manage the day-to-day details of your financial life.
  7. Execute and deliver results, so you can spend time on what matters most to you and sleep better, knowing you and your family are in good hands.