Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States.
We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street.
As evidence of our commitment to independence, we formed the Advisor Alliance to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Advisor Alliance enables independent advisors to do what they do best: work with their clients.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 128 N May Street,
- Phone
- +1-312.766.7040
- in****@****est.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- lakest.com
- Keywords
- Financial Planning, Portfolio Management, Insurance & Risk Management, Legacy Planning, Business Succession Planning, Banking & Lending, Investment Consulting Services, Employee Retirement Planning, Strategic Benefit Planning, Corporate Cash Management, Foundation Grant Administration.
- HQ
- Chicago, IL
Lake Street Private Wealth Questions
Lake Street Private Wealth's helpline number is +1-312.766.7040
Lake Street Private Wealth's website is lakest.com
Lake Street Private Wealth's LinkedIn profile is https://www.linkedin.com/company/lakestreet
Lake Street Private Wealth has
8 employees.
View email and phone details for 8
employees at Lake Street Private Wealth.
Lake Street Private Wealth's industry is
Investment Management
Lake Street Private Wealth's top competitors are
Orba Wealth Advisors, Llc,
Bygårdsservice As,
Pdscommerce,
Oak Family Advisors, Llc,
Polytek Surface Coatings,
Impetus Wealth Strategies,
Merrill Lynch,
Syncopated Synergy,
Lake Street Capital Partners,
Concrete Science.
Lake Street Private Wealth's support email address is info@lakest.com
Lake Street Private Wealth's categories are Investment Management
Lake Street Private Wealth's founding year is 2017
