Fresh Lake Wealth Management’s approach to the investment process begins with creating a roadmap to assist you with realizing your financial goals. Building YOUR trust is our primary objective! Once we have established your trust, we employ our carefully crafted investment strategies on your behalf. 

Capital Preservation, Income Creation and Risk Mitigation are paramount for Fresh Lake and its clients. Fresh Lake utilizes extensive fundamental and technical research to qualify an investment for inclusion into a portfolio. Subsequently, several attempts are made to try and disqualify the idea by assuming numerous unfavorable risk-reward scenarios. 

If the investment idea can survive the process without dismissal, it will be added to the portfolio. Once the position is established, it will be under constant scrutiny to validate its viability.