Broker Check
About Us Our Team. Our Mission Our Services.

Independent

Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.

Learn More

Experienced

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

Learn More

Communication

Our objective is to provide you with clarity in our communication in a very complicated and evolving market environment so that you have the confidence in your future as we guide you along the path towards financial success.

Learn More

Lakeside Wealth Management

Lakeside Wealth Management creates custom financial strategies for individual investors, affluent families, foundations, and business owners by focusing on their unique needs and putting the best interests first. Our clients trust us to provide objective recommendations and independent, professional guidance that is aligned with their unique personal and financial goals. 

You can count on us to take great care to discover your needs and offer you guidance and ongoing support, especially in times of economic instability. As the financial markets or your personal circumstances change, we help ensure your plan remains in line with your goals.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow