Lakeside Wealth Management Group, LLC and Lakeside Financial Group, LLC collectively manage over $500 million on behalf of institutions, corporations, and private clients. Services include financial planning, risk management, estate and tax planning, investment management, and custom qualified plan designs. Lakeside services clients throughout the United States from their Chesterton, Indiana lead office. With 11 financial advisors and 10 client service professionals on staff, Lakeside has seen considerable growth since opening its doors in 2002. In 2008, the Northwest ISBDC provided Lakeside with 20 hours of assistance with strategic planning, focusing on marketplace positioning, sales, and human resources.
Lakeside Wealth Management
Aug 4th, 2010