We build financial strategies that honor our client’s values and secure their family’s future so they can navigate life’s changes with joy, clarity, and compassion.

Feel confident and prepared for what is next on the horizon.

Lakeshore Wealth blends family-first relationships, faith-rooted integrity, and milestone-driven celebrations into a comfortable financial planning experience—empowering clients to feel confident, cared for, and genuinely celebrated at every step. 

What makes Lakeshore Wealth unique: 

  • Family-First Focus: We welcome you into our families—treating you like one of our own, not just a number. 
  • Values-Driven Advice: We put your principles ahead of products, building strategies designed to endure every market cycle. 
  • Empathy in Action: We listen deeply to your aspirations and concerns, then craft plans that truly reflect what matters to you. 
  • Milestone Celebrations: We transform progress into joy, marking each financial win as a shared achievement. 
  • Collaborative Partnership: Our dedicated team partners with you every step of the way, delivering attentive, individualized support. 

 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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