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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.)

A screenshot of a retirement analysis dashboard.

A laptop and a cell phone are sitting next to each other.

A computer screen shows a graph of a retirement analysis

A screenshot of a retirement analysis dashboard.

A laptop and a cell phone are sitting next to each other.

A computer screen shows a graph of a retirement analysis

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.)

A screenshot of a retirement analysis dashboard.

A laptop and a cell phone are sitting next to each other.

A computer screen shows a graph of a retirement analysis

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.)

A man and a woman are standing next to each other on a computer screen.

Click Here to Get Started

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.)

A screenshot of a text message between ben and jane

Our Text Number: 440-271-3534

Pssst... Go ahead, give it a try... Or

Schedule a Quick Phone or Zoom Chat to Get Started

A screenshot of a text message between ben and jane

Our Text Number: 440-271-3534

Pssst... Go ahead, give it a try... Or

Schedule a Quick Phone or Zoom Chat to Get Started

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.)

A screenshot of a text message between ben and jane

Our Text Number:

440-271-3534

Pssst... Go ahead, give it a try... Or

Schedule a Quick Phone or Zoom Chat to Get Started

A screenshot of a text message between ben and jane

Our Text Number: 440-271-3534

Pssst... Go ahead, give it a try... Or

Schedule a Quick Phone or Zoom Chat to Get Started

Proudly located in Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

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.

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.

Proudly located in Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

We are proud members of...

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.

Proudly located in

Cleveland, Ohio

440-589-7700 Account Access Schedule a Call

Email us:

starthere@lakehousefw.com

We are proud members of...

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.

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