We built the firm we believed clients deserved.

Why We Started Lakeshore

We started Lakeshore to build the kind of advisory firm we believed clients deserved.

After years inside large financial institutions, private banks, brokerage firms, and wealth management organizations, we saw a common pattern. Relationships often centered on the investment portfolio while many of the decisions that shape long-term wealth — taxes, retirement, business planning, estate planning, insurance, and cash flow — were handled separately or not at all.

We believed clients deserved advice built around the complete picture.

So that is what we built.

Great advice starts with the full picture.

We do not begin with a product or a portfolio. We begin by understanding where you are, where you want to go, and what matters most to you.

From there, we bring investments, tax planning, retirement, estate planning, insurance, business planning, and the other pieces of your financial life together into one coordinated plan.

Good advice is about more than any one recommendation. It is in making sure every decision is made with the full picture in mind.

Independent by design.

Independent

Your assets are held at Charles Schwab. Our recommendations remain entirely our own.

Independent custodian

Charles Schwab & Co., Inc. serves as an independent custodian and is not affiliated with Lakeshore Advisors. Advisory fees are described in our Form ADV Part 2A.