Our Mission: To Protect, Manage and Insure Your Serious Money
Lakeshore Wealth Management was established specifically to offer exceptional financial service to affluent individuals and businesses.
The foundation of Lakeshore Wealth Management is built upon honesty, commitment and proactive communication. Our service platform is designed for individuals, families and businesses that require comprehensive wealth management solutions.
Providing top level service and managing expectations continues to be the number one reason our clients choose to deal with us. We develop customized solutions that fit your needs.
Our primary goal is to protect your wealth from unnecessary risk. One way that we strive to achieve this is through regular communication which helps us fully understand your needs as they change. Each and every client receives a comprehensive financial plan prior to the development of an investment policy statement and estate planning advisory.
Our process affords us the ability to completely understand your needs prior to any recommendations. Our process also allows you to fully understand your situation while providing us with the information to prudently manage your financial affairs to help achieve your desired results.