Lake Street Advisors
Lake Street Advisors Group LLC is an independent multi-family office based in Portsmouth, NH, dedicated to helping families navigate the complexities of wealth management since its formation in 2003. With a commitment to understanding clients' unique goals and acting as fiduciaries, they prioritize delivering tailored financial strategies without conflicts of interest.
Boasting a dedicated team of professionals and a low client-to-employee ratio, Lake Street Advisors ensures personalized attention and comprehensive support in addressing both current financial needs and future legacy planning. Their approach integrates all aspects of clients' financial lives, allowing families to focus on what matters most to them.
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