Helping you see the bigger picture by focusing on every detail of your financial success
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Picturing your ideal future is often blurred by the complexities of wealth management. At Lakeshore Advisory Group, our aim is to help clarify our clients’ visions through planning, education, and a strategy built to secure their future for generations to come.
Bill Holmes, Blaire Lupton, and Robert de Mello are a passionate team of financial planners offering tailored advice to help clients envision and achieve their unique picture of success.
We offer a pragmatic approach to wealth management, comprehensive retirement income planning, and empathetic counsel built on trust.
We instill confidence in our clients through industry-leading, complimentary financial literacy seminars designed to put your mind at ease.
I’ve enjoyed working with Bill Holmes for many years now. He is truly interested in and willing to provide insight on the many facets of our finances: retirement planning, child education, trust funds, tax planning. Bill has a great support team that will go the extra mile to ensure our needs are met.
– Brian H., executive-level medical professional
Let’s talk through the details and create a plan to bring it to life.