Disclosures

©2024 Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC.  All Rights Reserved.

All text messages, Asset-Maps, financial plans, client cases, and other example client content on this page is for theoretical/ example purposes only, and does not represent a real client or recommendation in any way. 

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

Lakehouse Family Wealth, is a division and trade name of Lakehouse Family Wealth, LLC., an independent financial services office located in Concord Twp., Ohio.

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.

This site is not a part of, not endorsed by, and is not affiliated with, Facebook, LinkedIn, Instagram, Fidelity, Income Lab, Asset-Map, RightCapital, the Cleveland Clinic, or University Hospitals websites or their respective corporations. 

Opinions expressed herein are solely those of Lakehouse Family Wealth, LLC., unless otherwise specifically cited. The material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. 

Registration does not imply a certain level of skill or training.

No part of this communication should be construed as an offer to sell any security or provide investment advice, solicitation, or recommendation. Securities offered will fluctuate in value and are subject to investment risks including possible loss of principal. The information provided does not constitute a complete description of our investment services. 

The information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. All information or ideas provided should be discussed in detail with an advisor, accountant, legal counsel, or other relevant professionals prior to implementation.

Information on this document should not be construed as personal investment advice. Nothing on this document should be interpreted to state or imply that past results are an indication of future performance. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by this firm, clients, or its affiliates), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this document serves as the receipt of, or a substitute for, personalized individual advice from their advisor or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. 

Diversification does not protect against loss in a declining market.

Clients should contact their advisor directly if they believe that there may be an error in their statement. We urge our clients to carefully compare the information provided on our statements to statements provided by their custodian in order to ensure that all account transactions, holdings, and values are correct and current.