Preserve, Grow and Protect Your Wealth Now and for Generations to Come
Our Story
Founded in 2007, Blue Lake Partners, quickly established itself as an experienced financial services firm. BLP specialized from its inception in serving individual and corporate clients in a wide array of industries and closely held companies.
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BLP continues the valued traditions set by our founders. We continue to serve individual and corporate clients with the same values that have led to our continued success. Our philosophy is to treat each client uniquely, always remembering that their goals and aspirations are paramount.
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We are a firm that respects our history but is always looking to our future. We strive continuously to improve the experience of our clients during the wealth advisory process.
Services
Asset and Wealth Management
Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets. Rather than go it alone, many people want someone to do it for them or with them.
Family Office Services
Our family office services span the spectrum from full financial management to helping you establish and coordinate your own office. Whatever level of support you need, we can help.
Financial Planning and Cash Flow Analysis
We examine every aspect of your financial life and balance sheet, helping you create the best path forward for your current circumstances and long-term goals
Business Owner Advisory Services
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.