Founded in 2002 and headquartered in Indiana, Lakeside Wealth Management Group is an independent financial advisory firm dedicated to offering personalized financial guidance. The firm focuses on a client-first approach, developing comprehensive, customized financial plans for individuals, families, and businesses to help them achieve their long-term financial goals. While operating independently, they are supported by the resources of Raymond James Financial Services, allowing them to provide a wide range of investment products and services.

Founded in

United States