Lake Street Wealth Management-Chris Watkins & Ja

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681 Lake St E Ste 354
Wayzata, MN 55391
+1 (612) 303-2517
https://advisors.ubs.com

Lake Street Wealth Management, led by Senior Vice President Daniel Berger, is dedicated to building lasting relationships through insightful financial advice tailored to clients' priorities and life goals. With over 30 years of experience in the financial services industry and a strong commitment to community involvement, Berger emphasizes a holistic approach in wealth management focusing on liquidity, longevity, and legacy strategies.

As part of UBS Financial Services, Lake Street Wealth Management leverages a robust global wealth management framework, offering clients support in navigating market challenges and opportunities. Through its innovative UBS Wealth Way model, the firm aims to turn possibilities into actionable financial plans, recognizing the distinct needs of its clients across various time frames.

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