LAKESHORE WEALTH ADVISORS
Updated 70 days ago
2525 Bay Area Blvd Suite 135 Houston, TX 77058-1530
Lakeshore Wealth Advisors, LLC is an independent financial service organization. We have been helping closely held companies and professionals with large estates for over 28 years. We are dedicated to providing comprehensive financial and estate planning services to our clients...
We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives - and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.
Also known as: Lakeshore Wealth Advisors, LLC