Lakeside Wealth Management has been announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List.
The Charitable Champions List recognizes advisory firms across the nation for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. “It’s an honor to be recognized by Invest in Others,” notes Mark Chamberlain, CEO of Lakeside. “Our hope is that by being recognized, we can inspire others to follow suit!”
Lakeside focuses its support by donating time and talent, encouraging employees to take a hands-on approach to give back. This is evident by the number of hours employees volunteered last year, each averaging nearly 100 hours of service. That’s over 3,000 total volunteer hours completed around the region! “We’ve tried to create a culture where giving back is more than just a ‘nice thing to do’, it’s an obligation we have to our communities because they give us an opportunity to make a living here,” continues Chamberlain.
In 2018, Lakeside participated in more than 50 local charity events and donated a total of $128,000. The firm also donates non-financial resources, such as offering the use of its conference rooms to area-nonprofits for weekly or monthly meetings. “Our team has a passion to give back,” says Jenn Brown, Corporate Communications Manager at Lakeside. “Team volunteer days are a great way for us to help our community and spend time together, outside of the office.”
Invest in Others received dozens of applications, which were evaluated blindly by a judging panel made up of financial advisors. Applications were evaluated on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.