Objective. Private. Dedicated. Wealth creates financial challenges. Lake Street Advisors brings business discipline to personal wealth management in order to best meet those challenges. While we are first-generation wealth specialists, our principles also apply to trusts, foundations and families whose wealth has extended beyond the first generation.
Lake Street Advisors

Welcome

As a proven and trusted advisor servicing high-wealth family clients, we’re dedicated to your specific wealth management goals. We know your needs are diverse, and our team of experts will help give you the peace of mind that your financial future is secure.

Locations

BOSTON

101 Federal Street
Suite 2215
Boston, MA 02110
Phone: 617.303.5100

PORTSMOUTH

25 Chestnut Street
Suite 200 North
Portsmouth, NH 03801
Phone: 603.610.4100

 

© Copyright 2016 Lake Street Advisors, LLC. All Rights Reserved. Information on this web site is directed toward U.S. residents only. Lake Street Advisors, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.