Lakeside Wealth Management Group, LLC.

Lakeside Wealth Management Group, LLC specializes in delivering tailored financial advisory services, focusing on investment management, retirement planning, and fiduciary consulting for both individual and institutional clients. Founded in 2002 in Chesterton, US, Lakeside Wealth Management Group provides comprehensive wealth management solutions. The firm was acquired by CapFinancial Partners, LLC in June 2020, as part of a strategic move to enhance its service offerings. Lakeside Wealth Management Group offers a broad range of financial advisory services, including personalized wealth management plans for high-net-worth individuals and institutional retirement solutions.

They emphasize a values-based approach, aligning their services with the specific goals of their clients, which include nonprofit organizations and private investors. Revenue is generated through advisory fees and asset management services, structured around recurring fees based on assets under management and performance incentives. Their pricing models are tailored to meet the unique needs of various clients, including institutional investors and retirement plan sponsors. Following its acquisition in June 2020, Lakeside Wealth Management Group is expected to leverage enhanced resources to expand its service portfolio.

There are plans to develop new financial products aimed at improving client engagement and investing capabilities. The firm is also targeting expansion into additional markets across the US, with specific efforts aimed at reaching underserved regions by the end of 2023. The recent acquisition provides the necessary support to bolster these initiatives.