You deserve to live the kind of life you’ve always wanted to. We believe that financial happiness isn’t just about making more money, it’s about making more of life. It’s about you doing the things you love and taking care of the people you love most. Our team of creative financial experts care about what matters most to you.

Lakeside-Personal-Hero

You deserve to live the kind of life you’ve always wanted to. We believe that financial happiness isn’t just about making more money, it’s about making more of life. It’s about you doing the things you love & taking care of the people you love most. Our team of creative financial experts care about what matters most to you.

Individual Investing

Your Life Expertly Managed

Financial Planning

Financial Planning

“Go confidently in the directions of your dreams. Live the life you have imagined.” Henry David Thoreau

Lakeside advisors will take the time to listen and understand your goals for long term financial success. We have years of experience of collaborating with clients just like you. After helping to identify your goals, we will evaluate the different options available to you and then work through the steps to implement your customized plan. Our collaborative team of diverse, in-house professionals will continue to monitor your progress to ensure you remain on track with your goals.

Investment Management/Asset Management
Insurance Needs
Tax Management
Retirement Planning
Estate Planning/Distribution of Wealth at Death
Women and Investing