Lakehouse Family Wealth

Lakehouse Family Wealth is dedicated to helping families prioritize what truly matters: time spent together. Founded by Benjamin Simerly, this firm specializes in retirement planning and wealth management tailored to the unique needs of lakehouse families, as well as those who cherish time at beaches, mountain cabins, or ski slopes. Their services extend beyond mere investments, emphasizing comprehensive financial strategies that include retirement income planning, tax planning, investment management, and family financial education.

Lakehouse Family Wealth focuses on supporting pre-retirees, young families, and retirees with expert guidance on crucial financial questions, from retirement readiness to tax efficiency. They offer personalized consultations aimed at crafting a financial roadmap that ensures family members can enjoy their time together without financial stress. With a commitment to enlightening future generations, this firm empowers families to understand and manage their wealth effectively. Whether through virtual or in-person meetings, Lakehouse Family Wealth is ready to assist clients across the United States in achieving their financial dreams while enhancing family time.