We exist so you can focus on your life, instead of your finances.
We exist so you can focus on your life, instead of your finances.
About Walled Lake
Who We Are
We are a boutique financial planning and wealth management company based on the North Shore of Chicago, proudly serving clients from California and Washington to Florida and New Hampshire.
Why We're Different
With a hands-on, full-service approach, you can expect personalized care, unbiased advice, and unwavering commitment to your best interests.
What We Do
We integrate all aspects of your financial plan into a unified strategy, leveraging our team’s expertise across the financial spectrum.
Meet The Team
Our Approach
You may have several financial planning elements in place already — investing your savings, paying taxes, and buying insurance. Maybe you’ve started estate planning, or perhaps you’ve created a trust. But do all of these elements work in tandem to best support your financial strategy? Walled Lake’s holistic approach coordinates each factor into an integrated financial plan unique to your personal goals and values, so you can rest easy knowing that your finances are working efficiently for you.
3
Certified Financial Planners™
8
Dedicated
Professionals
100+
Combined Years of Experience
Our Mission
At Walled Lake, we believe that a lifetime of wealth is not built to remain idle; it should be put to work, driving you toward your goals and supporting your lifestyle. Our mission is to turn your financial wishlist into achievable milestones, helping you live your life on your terms. With personalized guidance and dedicated support, we empower you to strategically grow your wealth while staying true to what matters most to you.
