Office Hours
Phone
Text
Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
Office Hours
Phone
Text
Office Hours
Phone
Text
Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
Lakehouse Family Wealth is proudly located in Cleveland, Ohio, and taking appointments virtually on Zoom from sea to shining sea. If you would like to set up an in-person appointment, get in touch with our office, and we will be happy to meet locally in the Cleveland, Ohio region.
We also occasionally set up meetings and client events near our out-of-state clients; feel free to let us know your ideas for our next client event near you!
(Note: Evening and weekend meeting times are available on our scheduling link, but require confirmation with our staff, or we might be out on the lake! For times within the next 24 hours, get in touch directly via phone or text, and we will do whatever we can to arrange a meeting as soon as possible.)
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly, CFP® is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly, CFP® holds Series 7 and 66 licenses OH, CA., DC, IL, MD, and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly, CFP® before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.