As a full-service wealth management firm, we are equipped with a team of professionals to provide counsel in all facets of your financial livelihood. Through collaboration between professionals we are truly able to see your entire picture to deliver prudent advice.
Our core competency is asset management led by our team of investment professionals. Within our process, our team will work with you to establish your goals and objectives to implement an ongoing financial plan. To ensure the left hand is talking to the right hand, this group works in conjunction with our tax professionals to help reduce both current and future tax liabilities.
This page is a publication of Lakeshore Capital Group, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.