Jonathan Harold Conrad

Feel confident and prepared for what is next on the horizon. Life is bound to change, whether minor adjustments or major events. With that, so do personal circumstances, goals, and needs. It is important to be prepared and feel confident about how life’s many moments affect your planning and future needs. 

At Lakeshore Wealth, our mission and passion are to enhance our clients’ financial future by delivering sound guidance. We attract small business owners and those nearing retirement by creating a trusting, personal relationship. Our team prepares customized measurable plans and encourages the people we work with to implement our innovative solutions throughout their lifetime.