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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to Lakeshore Wealth Advisors, LLC

Lakeshore Wealth Advisors, LLC is a comprehensive Financial Planning Firm.  Our philosophy is to provide our clients with both personal and professional service.  We offer Investment Advisory Service, Estate Planning, Insurance and a full range of Employee Benefit Plans.

Our mission is to create and maintain wealth for our clients through long term effective asset management.  We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service.  We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to research.  We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest.  These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service.  It is for all these reasons that Lakeshore Wealth Advisors, LLC is one of the best Management companies in the state.

Thank you for visiting us in our virtual office, and do not hesitate to contact us for a real life meeting.


About Us

Lakeshore Wealth Advisors, LLC is an independent financial service organization. We have been helping closely held companies and professionals with large estates for over 24 years.


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Our Services

At Lakeshore Wealth Advisors, we provide professional assistance in the areas of Investment, Financial Planing and Insurance.