BlueLake Wealth Advisors
Planning for retirement, funding a child’s education, building a family legacy, or managing your business’s cash or employee retirement plans are common needs – but everyone’s situation is unique. At BlueLake Wealth Advisors in Burr Ridge, Illinois, Dan, Margaret, and Michael invest deeply in every client relationship to craft a financial plan and investment strategy unique to them that evolves as their needs change.
Built on trust, clarity, and virtue, BlueLake offers a refreshing, independent approach to wealth management. The firm operates on a clear promise: “Our clients are at the forefront of what we do. We provide common sense, low-cost, tax-efficient strategies with a savvy, independent approach to wealth management and a high level of care.” The team understands that real financial confidence goes well beyond just picking investments. From retirement and estate planning to cash flow analysis and tax strategies, BlueLake acts as your dedicated financial quarterback. Protecting your wealth matters just as much as building it, so they work directly with your attorneys and accountants to align every single decision across your entire financial picture.
Daniel L. Swanson leads the team with his experience in public accounting, corporate finance, and taxation to build actionable financial plans and investment strategies. Margaret L. Myers, CFP®, brings experience from KPMG’s federal tax practice and Goldman Sachs’ alternative investments team to deliver modern portfolio management. Michael Dahill rounds out the team, with his technology skills and valuable insight from managing university endowment assets.
This multi-generational team brings a wealth of experience, energy and empathy into every client relationship. Their goal is to be as important and meaningful to their clients as their clients are to them. Whether you’re an individual, a family or a small business owner, Dan, Margaret, and Michael always put your needs first to build trust and relationships for now and generations to come.
745 McClintock Drive, Suite 120
Burr Ridge, Illinois
630-686-3906
BlueLakeWealth.com
