Building thoughtful, long term relationships with families, business owners, corporations, and institutions by providing customized wealth management strategies.    

Lakeside Wealth Management Group, LLC and Lakeside Financial Group, LLC collectively manage assets on behalf of institutions, corporations, and private clients. We are made up of 11 financial advisors and 8 client service professionals. Our office in Chesterton, Indiana, services clients throughout the entire continental United States. Our firm has grown rapidly through our holistic approach to wealth management planning and preservation.

Our Services:  

• Financial Planning:  Through a series of meetings, a Lakeside advisor will review your strategic goals for retirement, education, wealth accumulation, etc., and develop a plan to assist you in meeting these goals.

• Risk Management:  We assist you in executing strategies designed to protect and preserve your wealth through asset allocation and diversification, insurance products, structured products, etc.

• Custom Qualified Plan Designs:  With working knowledge of your plan, you will gain a complete understanding of all revenue sharing, investment management, commission fees, and conflicts of interest associated with your plan.  Your distinct well defined process will adhere to many of the industry's best practices.  Ongoing performance of your investments will be monitored by utilizing a proprietary, three-tiered screening process.  We are free from potential conflicts of interest, and keeps us working for the exclusive benefit of you and your participants.  The depth of our staff allows us to custom-tailor participant education campaigns for both small and large employers.

• Investment Management:  We work with you to create an investment policy and have a number of established relationships with financial service providers to meet your needs including, alternative investments and structured products.  Asset monitoring, rebalancing and evaluation are a cornerstone of our practice.

• Estate, Tax, and Long-Term Care Planning: Protecting wealth for future generations is important.  We work with our clients on approaches for transfer of wealth.  We have Certified Financial Planners on staff that will advise on IRA and retirement plan distributions, Buy/Sell and Key Man Strategies and tax management.  Additionally, we have a long-term specialist that create plans to ensure the availability of long-term care for clients that allows them to perform functions of day-to-day living and remain independent.