Lakeside Wealth Management has a social committee that is responsible for organizing events for the team, both on-site and off-site. These include sporting events, game nights and family fun events. It encourages work-life balance with flexible time off to spend with family, kids or for special occasions. The company offers summer hours that allow individuals to leave early on Fridays. Employees at the firm are encouraged to volunteer within the community with 24 paid volunteer hours and a $250 per year donation match.