Lake Street Advisors

We're #hiring a Bookkeeper in Portsmouth, New Hampshire. Apply today or share this post with your network. Please reach out if you or anyone you know is interested. We look forward to meeting you!

Wealthy families face unique challenges, and specialized insurance is key to protecting significant assets. 🏡🔒 Our latest article explores how tailored coverage can safeguard wealth against rising risks like natural disasters, lawsuits, and economic uncertainty. Learn the difference between standard and premium policies, the value of working with experienced brokers, and strategies for long-term financial security. #AssetProtection #RiskManagement #WealthManagement

We are delighted to welcome Carolyn "Cricket" Fligor to Lake Street as an Associate Wealth Advisor! Cricket will play a key role in implementing and executing wealth management strategies, focusing on estate planning, tax planning, and cash management. She joins us with valuable experience from a leading private bank, where she supported high-net-worth and ultra-high-net-worth clients as a Trust Senior Associate. She earned her degree in Business Administration from Babson College. Join us in giving Cricket a warm welcome to our team!

We are thrilled to welcome Gillian DeSilva, CFP® to the Lake Street team as a Wealth Advisor! In her role, Gillian will focus on developing and executing comprehensive wealth management strategies and family office services tailored to her clients' unique needs. She is passionate about forging strong relationships and creating personalized solutions that align with her clients' personal, philanthropic, and family aspirations. With over 12 years of experience in wealth management and financial planning, Gillian has worked extensively with multi-generational families, emphasizing estate, tax, and cash flow planning. Please join us in extending a warm welcome to Gillian!

📣 Attention, NH jobseekers! A member of our Board of Advisors, Lake Street Advisors has served as a trusted advocate for clients in New England and across the country for over 20 years. Hiring for these four roles in their Portsmouth location, apply today for the opportunity to work for this phenomenal company! View more about Lake Street Advisors, what it's like to join their team, and apply here: https://lnkd.in/dz-uZQZm

Are you positioned to capitalize on the latest opportunities in the ever-evolving mergers and acquisitions landscape? This central question guided our recent event, “Navigating the M&A Landscape: Market Trends and Opportunities,” co-hosted by Lake Street Advisors and Mintz. We’re excited to share key insights from the panel, where industry professionals discussed vital strategies and considerations for sellers in today’s competitive market. Dive into our recap to uncover these important takeaways! #M&A #InvestmentStrategy #MarketTrends #BusinessGrowth

🌟 We are proud to announce that Lake Street Advisors has been recognized once again by Shook Research as a 2024 Forbes Top RIA firm. This acknowledgment reflects our commitment to our clients and our mission of continuously striving for excellence. Thank you to our dedicated team and valued clients for your trust and support. We look forward to building on this achievement together. #TopRIA #Forbes #ShookResearch

We had a fantastic time yesterday at our panel discussion, “Navigating the M&A Landscape: Market Trends and Opportunities.” 🎉 A huge thank you to our co-hosts at Mintz for their collaboration in making this event possible! A special shoutout to our insightful panelists: Jim Machinchick, CFP®, CPWA®, Wealth Advisor at Lake Street Advisors Dean Zioze, Co-Chair, Mergers & Acquisitions Practice at Mintz Rob MacLeod, Co-CEO, Managing Director at Bigelow LLC Michael Stravin, Principal at Wolf & Co. Your perspectives sparked engaging conversations about the evolving M&A landscape, and we hope everyone left with valuable insights to capitalize on emerging opportunities. To everyone who attended, thank you for being part of this important discussion!

As we approach the upcoming presidential election, our latest article examines its potential impact on market dynamics and what it signifies for investors. With heightened uncertainty leading up to the election, we analyze historical data to uncover patterns in market volatility and performance. Discover how past election years have influenced market trends, the impact of government division, and why staying focused on long-term goals is crucial during these times of change. #Elections2024 #MarketTrends #InvestorInsights

📈 Excitement is building for our upcoming event at The One Hundred Club in Portsmouth, NH, on September 25 at 4:00 PM: "Navigating the M&A Landscape: Market Trends and Opportunities!" Join us for insights from panelists Jim Machinchick, CFP®, CPWA®, Dean Zioze, Rob MacLeod, and Michael Stravin as they discuss the latest trends and strategic opportunities in M&A. This is a great chance for CEOs, investors, and advisors to deepen their understanding and connect with fellow industry leaders. Don’t miss out—register here: https://hubs.li/Q02QjYSP0