Lakeside Wealth Management was recently recognized as a finalist for the Corporate Philanthropy Award from Invest in Others Charitable Foundation. Lakeside, along with Budros, Ruhlin & Roe, Inc., North Star Resource Group, Optivest Wealth Management and The Kelly Group were honored at the 10th annual Invest in Others Community Leadership Awards Gala in New York City on September 28, 2016.
The Community Leadership Awards program recognizes the charitable work of financial advisors and financial services firms in communities across the country and around the world. Invest in Others launched the Corporate Philanthropy Award in 2015 to recognize the importance of encouraging philanthropy at a corporate level. “Our 2016 corporate finalists are a wonderful mix of small advisory firms and larger financial services companies based in different communities across the country,” said Megan McAuley, Executive Director and President of Invest in Others. “Each of these finalists creatively incentivize its employees to give back through programs such as volunteer time off, matching gifts, and volunteer events.”
Lakeside qualified as a finalist based, in part, on three big factors: 1. In 2015, Lakeside actively supported 33 non-profits in Porter County. 2. Employees are given the chance to participate in three-day long service projects each year during paid work hours. 3. On average, each employee volunteers a minimum of 17.5 hours per year.
“To be named as a finalist for this award is such an incredible honor,” said Tim Rice, President of Lakeside Wealth Management. “The power and dedication of the organizations in the room to do good across the nation was incredible. Our team left inspired and energized to continue to make a difference in our communities here at home.”
Industry partners, Pershing Advisor Solutions and Griffin Capital Corporation, congratulated Lakeside on receiving such a big honor. “Lakeside Wealth Management truly exemplifies the spirit of philanthropy through their continuous community support,” said Gabe Garcia, Managing Director, Head of Relationship Management. David Rupert, President of Griffin Capital echoed Garcia’s thoughts saying, “We are thrilled that Lakeside Wealth Management has been nominated for Invest in Other’s prestigious Corporate Philanthropy Award, which reflects the highest virtues both of Lakeside and of our industry.”
As Lakeside looks forward to 2017, their commitment to the community is stronger than ever. With a team of 35, the power to do good across Porter County is endless.
For more information on the Invest in Others Community Leadership awards, please visit www.investinothers.org.
For more information on Lakeside Wealth Management, please visit www.lakesidewealth.com.