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Investment Philosophy

Discovering Opportunities and Facing Challenges.

Whether you have goals of retiring early, maintaining your income in retirement or creating a succession plan for your business, Lakeside Wealth Management can help you discover exciting, but realistic opportunities that will help you face challenges with confidence. We have the experience and knowledge to help you craft the optimal approach to managing your assets.

What Our Independence Means For You

As an independent firm, Lakeside Wealth Management has no obligations to investment product manufacturers and has no cross sell quotas or other home-office directives that may lead to conflicts of interest.  We don’t spend our time in meetings or conference calls with far-off senior management.  Our sole focus is serving our clients.

Many financial advisers work on commission or load, meaning they get paid regardless of whether you make money or lose money. Fortunately there is an alternative. It is fee based investment planning and it is the type of financial service we offer our clients. Instead of a commission or load, we earn a flat fee based upon the amount of your invested assets. We would rather earn a living in relation to your success than as a result of selling you a product. Your interests along with ours are inseparable.

Independence Powered by LPL Financial

Lakeside Wealth Management is backed by the resources of LPL Financial, one of the nation's leading financial services companies. This relationship provides us with industry-leading, objective research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we are able to make informed recommendations and provide you with objective advice.