1346 Baldwin Street
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
The Financial Advisors at Five Lakes Wealth Management pride themselves on being understanding and approachable. In keeping with our firm’s mission to take the complication out of wealth management, we keep our service offerings as straightforward as possible and our guidance easy to understand.
We are dedicated to truly getting to know our clients’ financial needs and goals. We stand out from our competition for our no-nonsense, client centric approach. When working with us, you won’t find pretentious attitudes and $1,000 suits. What you will find is a group of dedicated, everyday guys who have a passion for helping people meet their financial goals. You’ll also find we keep it pretty loose around here. Just because we’re in financial services doesn’t mean we can’t have a little fun!