Chambers Review
Provided by Chambers
Wealth Managers - New Hampshire
What the Team is Known For
Lake Street Advisors is an independent trust company, investment manager and multi-family office based in Portland, NH. The firm also has an office in Boston, MA.
Strengths
Lake Street Advisors is the firm that is the most sophisticated in the high net worth space here in New Hampshire. They're really thoughtful and do wraparound services, like estate planning.
Lake Street is a good resource. We work with them jointly in sophisticated estate planning for their ultra high net worth clients. Clients rave about them. They have a great reputation.