At Lakenorth, we are committed to providing you with highly tailored solutions, placing your unique requirements at the forefront. As fiduciary advisors, our priority is crafting a portfolio architecture that prioritizes your best interests, rather than adhering to rigid corporate profit-driven formulas.

Our thoughtful approach to portfolio design incorporates institutional investment analytics, enabling us to conduct thorough due diligence on the investments with which we entrust client assets. The financial planning approach we take is comprehensive, taking an abundance of variables into account when forecasting outcomes. Each of these steps contribute to the creation of an objectively designed portfolio that is tailored to meet both your present and future financial goals.

The technology stack that we employ is best in class, and it offers our clients timely dashboards and insights into performance, planning metrics, and an overall pulse on your entire financial livelihood.

From your first appointment to ongoing reviews, we strive to deliver all of this at a premium concierge level of service.

 “We believe that what our clients deserve are objective based custom solutions served through hospitable client service.”

– Derek Lunka, Principal