JUSTIN TERZO RECOGNIZED IN 2021 FORBES “TOP NEXT-GENERATION WEALTH ADVISORS” LIST

Congratulations to Lake Street’s own, Justin M. Terzo, CPA, for being named to the 2021 Forbes “Top Next-Generation Wealth Advisors” list!  Justin is ranked 5th in Illinois, and it is his 3rd time receiving this recognition. The Forbes Next-Generation Wealth Advisor list is awarded to the top 500 advisors in the county who represent the […]

LAKE STREET WELCOMES ANUJ GROVER

Anuj brings deep industry knowledge to the group having served in many facets of asset and wealth management the past 20 years; the last eight with Wells Fargo.  “We continue to see the most talented advisors leaving the wirehouses for independence.  Carrying the label of a fiduciary and operating in an environment without conflicts of […]

Join Our Growing Team!

Position: Tax Manager Job Description: Lake Street is looking for an experienced tax professional with an entrepreneurial spirit to help launch “Lake Street Tax & Family Office Services” to complement our rapidly growing wealth management business. Lake Street is approaching $1 billion in client assets under management, representing 400 households across 37 states. This individual […]

Justin Terzo Recognized In 2021 Forbes “Best-In-State Wealth Advisors” List

Lake Street co-founder and managing partner, Justin Terzo, has been named to the 2021 Forbes “Best-In-State Wealth Advisors” list. Justin is honored and humbled to receive such national recognition two years in a row. This award encompasses the highest quality advisors across the country who strive to make a positive, long-lasting impact on the lives […]

Lake Street Welcomes Ryan Todd

Lake Street is excited to welcome Ryan N. Todd, CFP® to the team!  “Ryan joins us from a familiar background at Merrill and brings extensive industry experience in financial services to the firm,” says Joe Stock, managing partner.   “As we continue to expand our advisor base, he will be a tremendous asset to the clients […]

Justin Terzo Recognized in 2020 Forbes “ Top Next-Gen Wealth Advisors” List

Lake Street is proud to announce that our co-founder and managing partner, Justin Terzo, has been selected to the 2020 Forbes “Top Next-Gen Wealth Advisors” list.  This list represents the top 500 next generation wealth advisors across the country.  Of the 26 advisors recognized in the state of Illinois, Justin ranks in the Top 10.  […]

Justin Terzo Recognized In 2020 Forbes “Best-In-State Wealth Advisors” List

Congratulations to our co-founder and managing partner Justin Terzo on being selected to the 2020 Forbes “Best-In-State Wealth Advisors” list1 .  Justin is honored to be nationally recognized for the 3rd time by Forbes. This award recognizes the highest quality advisors around the country who have consistently proven a core competency in improving the lives of […]

Lake Street Welcomes Connie Bruno

Lake Street is excited to welcome Connie Bruno to the team!  “Connie joins us with extensive experience in client service facing roles and will be a tremendous asset to our firm,” says Joe Stock, managing partner.   “As we continue to expand our client and advisor base, it’s important we invest in great people to support […]

Rich O’Hara Joins the Lake Street Alliance

Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients. Rich formed Clarity Financial Group, an independent affiliate of […]

Justin Terzo Wins 2018 Five Star Wealth Manager Award

Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review. “I’m honored to be […]