INVESTMENT PHILOSOPHY

Independent, objective advice, based solely on your needs

Disciplined. Personal. Free of Conflict.

WHO WE SERVE

A strategic partner to simplify the complexities of acquiring and preserving wealth

Your Family’s CFO

ADVISOR SUITE

We understand the importance and urgency in everything you do for your clients

Independent Platform Built by Advisors

Our Mission

Lake Street Financial (“Lake Street”) strives to become an indispensable trusted advisor to our clients for all their financial planning and investment decisions. We are partners with our clients in the truest sense, offering unbiased, holistic advice to help them achieve a financially secure life, both today and in the future.

Company Overview

Headquartered in Chicago’s West Loop neighborhood, Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors Justin Terzo and Joseph Stock, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States.

We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street.

As evidence of our commitment to independence, we formed the Lake Street Alliance in 2018 to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Lake Street Alliance enables independent advisors to do what they do best: work with their clients.

Our Mission

Lake Street Financial (“Lake Street”) strives to become an indispensable trusted advisor to our clients for all their financial planning and investment decisions. We are partners with our clients in the truest sense, offering unbiased, holistic advice to help them achieve a financially secure life, both today and in the future.

Company Overview

Headquartered in Chicago’s West Loop neighborhood, Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors Justin Terzo and Joseph Stock, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States.

We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street.

As evidence of our commitment to independence, we formed the Lake Street Alliance in 2018 to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Lake Street Alliance enables independent advisors to do what they do best: work with their clients.

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