Technology Made For You
From Investments, to Retirement Planning, We Use the Best Tech Available
We proudly work with one of the best in the business.
YOUR FAMILY's FINANCIAL PLAN SHOULDN'T BE HARD TO UNDERSTAND
We Use Right-Capital Planning Software to Help Clients with Everything From Retirement Planning to Social Security
(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client. Should not be construed as a guarantee.)
We Use Right-Capital Planning Software to Help Clients with Everything From Retirement Planning to Social Security
(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client. Should not be construed as a guarantee.)
WHAT IF YOU COULD FINALLY SEE ALL YOUR ACCOUNTS IN ONE PLACE?
With Asset-Map, We Can Create One Place Where You See Your Entire Financial Picture in Simple English
(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client. Should not be construed as a guarantee.)
WhaT IF YOU COULD TEXT Your Advisor, Anytime, Anywhere?
Text anytime, anywhere.
(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client. Should not be construed as a guarantee.)
Our Text Number: 440-271-3534
Pssst... Go ahead, give it a try... Or
Our Text Number: 440-271-3534
Pssst... Go ahead, give it a try... Or
WhaT IF YOU COULD TEXT US?
Why make communicating difficult?
You can always email or call, but now you can text too!
(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client. Should not be construed as a guarantee.)
Our Text Number:
440-271-3534
Pssst... Go ahead, give it a try... Or
Our Text Number: 440-271-3534
Pssst... Go ahead, give it a try... Or
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.
Check out my background on FINRA’s BrokerCheck: https://brokercheck.finra.org/
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
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company unaffiliated with Cambridge or Lakehouse Family Wealth, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the preparation of the content or information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC.
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.