Our Guiding Principles

Many people are overwhelmed by the number of financial decisions they need to make and the vast array of options available. Our process breaks down the many aspects of financial planning and investing into discreet steps that allow for discussion and agreement before we move on. At BlueLake Wealth Advisors, we go at your pace. We commit to providing all of our resources to address your individual needs. Most importantly, we are guided by the following principles:

Trust

Earning and keeping your trust is at the core of all we do. We are independent advisors, which means that we aren’t tied to any proprietary products or services. We are, first and foremost, on your side. Our recommendations are guided by your interests in mind. Your success becomes our success.

Clarity

At BlueLake Wealth Advisors we believe an educated client is an empowered client. We proactively guide you through the financial decision-making process. We answer your questions and provide the resources and support you and your family require to make informed decisions.

We are transparent in how we work with you. You will know how much you are being charged for our services.

Virtue

Our recommendations and actions are always with our clients' interests in mind. We are process-driven, not product-driven, and we focus all of our energy on our clients' needs. We act as your coach and advocate, and walk with you every step of the way.