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WE SERVE AS A CFO TO FAMILIES THAT WANT TO MINIMIZE TAXES, OPTIMIZE INVESTMENTS & PLAN FOR THEIR LOVED ONES

We are built with the intent to be there every step of the way.

We’re Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we’ve made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.



Learn More About How We Can Help With