Lake Street Advisors

Lake Street Advisors is a wealth management firm. Located in Portsmouth, N.H., the company renders an array of services, such as investment management, financial planning, reporting and administration. Additionally, it offers asset allocation strategy, portfolio risk management, estate/trust planning, tax analysis/planning, customized financial management reports, execution and project...

Objective. Private. Dedicated. Wealth creates financial challenges. Lake Street Advisors brings business discipline to personal wealth management in order to best meet those challenges. While we are first-generation wealth specialists, our principles also apply to trusts, foundations and families whose wealth has extended beyond the first generation.