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April 2, 2017 at 11:00 PM CDT
Boston-Based Lake Street Advisors Joins Focus Financial Partners
Boston-based Lake Street Advisors Joins Focus Financial Partners
– MULTI-FAMILY OFFICE PLANS TO LEVERAGE FOCUS RESOURCES TO TURBOCHARGE GROWTH –
New York, NY – April 3, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Lake Street Advisors (‘Lake Street’), an independent registered investment advisor located in Boston, Massachusetts and Portsmouth, New Hampshire, joined the Focus partnership on April 1, 2017. Lake Street is the sixth Focus partner firm in Massachusetts, bolstering Focus’ presence in New England.
Co-founding partners Bob Goyette and Greg Van Slyke originally met 20 years ago while serving as senior executives at another wealth management firm. They formed Lake Street Advisors in 2003 to provide holistic family office services to wealthy families. Since its establishment, the firm has added Carolyn Decker, Melissa Olszak and Buddy Webb as key leaders in the organization, and now counts nearly 30 team members. Lake Street has built its reputation as a premier multi-family office in greater New England, advising generations of ultra-high-net-worth families on investment management, insurance strategies, tax and estate planning.
“At Lake Street, we’re committed to providing our clients and their families with the tools to solve their needs for the years to come and cultivating our firm’s future leaders to build upon our strength for sustained growth,” said Bob Goyette, Co-Founder and Partner at Lake Street Advisors. “Joining the Focus partnership allows us to attain our goal of growing our business for the long-term, better serving the complex needs of our clients and enabling the next generation of leaders at Lake Street.”
“Focus is committed to cultivating an environment where firms can concentrate on what they do best – offering holistic fiduciary financial advice to their clients,” said Rudy Adolf, Founder and CEO of Focus. “Providing top-tier financial advice to high-net-worth families is a consistent mission of many Focus partner firms, and we are excited to add this elite firm to our ranks.”
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com
About Lake Street Advisors
Lake Street Advisors is a leading-edge fiduciary wealth management firm that focuses solely on serving ultra-high net worth clients. Lake Street offers fee-only expert advice that helps wealthy families feel secure and confident in their financial futures. Full services encompass all critical areas, including Financial Planning, Investment Management and Bill Pay/Household Management. Lake Street prides itself in its unbiased, unwavering approach, and all clients benefit from its honesty in helping them pursue their personal objectives. For more information about Lake Street Advisors, please visit www.lakestreetadvisors.com
DAIJING LIN, FOCUS FINANCIAL PARTNERS
[email protected] / +1-646 775 6412