Lake Street Private Wealth - UBS Financial Services Inc.

Lake Street Private Wealth, a division of UBS Financial Services Inc. located in Wayzata, MN, specializes in advising high-net-worth families to help them achieve their financial goals and dreams. The firm is committed to developing personalized investment strategies by collaborating with clients and their tax and legal advisors to ensure a comprehensive approach to wealth management.

The team, led by experienced financial advisors like Louis Close and Chris Watkins, emphasizes transparency, empathy, and creativity in their client relationships. With a focus on multigenerational wealth management and estate planning, Lake Street Private Wealth is dedicated to providing tailored solutions that address the unique needs of affluent families and business owners.

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