About Us

We’re dedicated to helping you achieve financial freedom through our meticulous and personalized approach to wealth creation and preservation.

Our History and Approach to Wealth Creation

At Lakeshore Advisors we work with individuals, families, business owners, nonprofits, and corporations in strategic financial areas to help them make the most of their wealth. We have a meticulous and disciplined approach to wealth creation and preservation. With a focus on personal finance and the idea of freedom, we work hard to help our clients achieve their financial goals and use money as a tool towards greater freedom.

Get in Touch

Lakeshore Wealth Advisors is:

Transparent
Proactive
Diligent
Personal
We operate with honesty and integrity so you always know what to expect. Trust is the key to success and we strive to build upon that while keeping our focus on your goals. We act as a Fiduciary partner.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors, including principal, longevity, purchasing power, and volatility.
Our financial planning and investment management processes are academically and systematically organized so that all factors affecting investors are fully vetted and considered when selecting appropriate strategies.
We aim to build strong and lasting relationships through open and frequent communication. Our goal is create long-lasting relationships with you and your family over numerous market cycles and generations.
Transparent
Proactive
Diligent
Personal
We operate with honesty and integrity so you always know what to expect. Trust is the key to success and we strive to build upon that while keeping our focus on your goals. We act as a Fiduciary partner.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors, including principal, longevity, purchasing power, and volatility.
Our financial planning and investment management processes are academically and systematically organized so that all factors affecting investors are fully vetted and considered when selecting appropriate strategies.
We aim to build strong and lasting relationships through open and frequent communication. Our goal is create long-lasting relationships with you and your family over numerous market cycles and generations.

Expertise

Meet Our Team

Our experienced and credentialed team is committed to your success and to expanding your financial freedom.

Coleman DeWitt

Principal

Coleman specializes in the development and implementation of advanced planning and investment management solutions for individuals, families, and business owners. Prior to launching Lakeshore Advisors, Coleman worked for Fidelity Investments as an Investment Consultant where he provided comprehensive wealth management solutions to clients in Florida and throughout the US. He also served in a similar role as a Senior Advisor at Pathstone Family Office.

Coleman graduated from North Carolina State University with a Bachelor of Science in Accounting with a concentration in Financial Analysis. He holds his Series 66 license and is a CERTIFIED FINANCIAL PLANNER™.

Coleman was born in Central Florida but spent his early childhood living overseas in Hungary, Singapore, Australia and traveling all over Europe and Eastern Asia. His passions in life include family, teaching, and finance.

Coleman and his wife currently reside in Orlando, Florida, where they are active members in their community serving on an economic activity committee. They serve their local church and several nonprofits by providing financial education and support to high school students and adults.

Richard Butcher

Principal

Richard brings a depth of knowledge within the investment industry. Concurrent with his role at Lakeshore, Richard is the Managing Partner of Lullwater Partners, a closely-held private investment firm based in Fort Lauderdale, Florida. In this role he serves on Boards of Directors of six nationally recognized companies. Over the course of his career, Richard has completed private equity transactions totaling over $150 million in equity and over $1 billion in corporate finance. Prior to his current roles, Richard was the Equity Investment Analyst at Argonne Capital Group and a Mergers and Acquisitions analyst at SunTrust Robinson Humphrey.

Richard graduated from the University of Florida with a Master of Science in Finance and from Stetson University with double majors in Finance and Economics.

Richard and his wife currently reside in Fort Lauderdale, Florida, where they are active members of the community. His passions in life include family, investing, and music.