Melissa Olszak is a Partner at Lake Street Advisors. Whether working with clients or developing and managing internal teams, she takes a thorough and holistic approach to planning – from estate and tax planning to insurance strategy, cash flow forecasting, and other key disciplines – in order to help meet each client’s unique financial objectives. Melissa is a member of the firm’s senior management team, working on strategic initiatives and day-to-day operations that support the quality of the client experience. Melissa joined the firm in 2003 as the first full-time professional, and has grown with the firm to become Partner. She particularly enjoys the niche area of wealth management tha

Melissa Olszak
Partner
Lake Street Advisors
United States, New Hampshire, Portsmouth
About Me
Profile Information
Partner
Lake Street Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Portsmouth
New Hampshire
United States
Aug 7, 2024
More profiles to browse
Hunter Steadley
Investment Advisor

Rachael Bator
Wealth Advisory Team Lead
CD
Carolyn Decker
Partner
Joe Chase
Managing Partner
You Might Like
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC