There are several approaches to financial comfort, whether you’re looking at retirement, investment, or security. At Lakeside Wealth Management, the objective is to help clients find a path to that financial comfort and educate them on the best options that are aligned with their values.
Lakeside Wealth Management is led by 20-year veteran of the Chicago Board of Trade Mark Chamberlain. After leaving the Board of Trade in 2003, Chamberlain returned home to his native Chesterton, Indiana to start Lakeside Wealth. In 2006, Chamberlain became partners with former Goldman Sachs Chicago trader Tim Rice and in the years since, the practice has grown to employ over 30 professionals.
“On the outside, Lakeside Wealth Management is a financial services firm but on the inside, we are so much more. We’re a family, as cliché as that is to say. Our company structure is built so that each person’s strengths play a part in servicing our clients. In an ever-changing industry, we are confident in growth for years to come,” says Rice.
Lakeside has been able to create this successful practice because of their highly experienced and certified team members who work closely with clients on finding each individual’s path to financial comfort. A client should never feel lost and out of the loop, that is why Lakeside believes in taking complex information and simplifying it into an understandable plan of action.
While providing services such as retirement planning, trust management, and risk aversion strategies to clients ranging from individuals to small businesses to corporate entities, Lakeside is committed to offering the best advice and expertise for clients looking to define and plan out their financial future.
“My years at the Chicago Board of Trade taught me not to panic in a volatile market. We make financial decisions with as little emotion as possible and we try to teach our clients the importance of doing the same. Our clients work with our team rather than an individual advisor which allows them to get the combined expertise of the firm rather than one individual," says Chamberlain.
And Lakeside Wealth goes above and beyond to not only ensure their clients are successful, but they work to ensure community in which they serve thrives. Over the past thirteen years, Lakeside has collectively donated over $300,000 to local nonprofits while their team has additionally contributed over 14,000 volunteer hours.
By working closely with local organizations such as the Porter County Community Foundation, the Boys & Girls Clubs of Porter County and Housing Opportunities, Lakeside has provided community support, both financial and physical. It’s more about just donating funds for Lakeside, as evidenced by a recent networking breakfast that allowed local nonprofits to learn best practices and work with each other on various initiatives, hosted at and by Lakeside Wealth Management.
“We do more than just work in this community, we live and play here too. Lakeside encourages the team to support organizations we’re passionate about, whether it’s the local animal rescue, the Boys & Girls Club or something else. As a team, we also participate in Rebuilding Together Duneland and the United Way’s Day of Caring. We have fun with it and in turn we’re helping to make our community a better place to live, work and play!” says Corporate Communications Manager Jenn Brown.
The team at Lakeside Wealth Management believes that life isn't just about making money, but rather making more of life. From their range of services to extensive community work, Lakeside Wealth Management is committed to serving clients and community in all aspects of life.