Broker Check

Lakeshore Group Wealth Management

Lakeshore Group Wealth Management

(952) 224-4866
lakeshoregroupwm@wradvisors.com

Regardless of your life stage, income or goals, we can work with you to create a personalized financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Jason and Matt provide more than 37 years of combined financial industry experience. They teamed together in 2018 to form Lakeshore Group Wealth Management after being mentoring partners to each other for several years. Each of their individual teams brought their own set of skills, strengths, and insight and they felt by teaming together they could collectively better serve their clients.

Jason and Matt share a passion for educating their clients to empower them to make informed financial decisions in pursuing their goals. They and their team are thankful for each and every client they have the opportunity to work with and feel incredibly fortunate to be a part of their journey in pursuing their financial dreams and goals.

Please visit the Our Team link for more information on each team member’s history and background!

 

 

02/20