About Our Team

Jason Ledermann and Matt Anderson founded Lakeshore Group Wealth Management in 2018 after mentoring each other for several years. They believed that by joining forces and working alongside other advisors, they could better serve their clients. Each member of the Lakeshore Group brings unique skills, strengths, and insights, creating a well-rounded team.

Our mission at Lakeshore Group Wealth Management is to enhance our clients’ lives by helping them achieve their financial dreams and goals. We take the time to understand those aspirations by listening attentively and building lifelong relationships with clients and their families. Through our planning process, we guide clients in making smart, well-informed financial decisions as they navigate life’s journey.