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Melissa Olszak

Partner

Lake Street Advisors

United States, New Hampshire, Portsmouth

About Me

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

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Profile Information

Partner

Lake Street Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Portsmouth

New Hampshire

United States

Aug 7, 2024

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