Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management – Benjamin Simerly, CFP®
Contact Information
-
Address
7990 Sweetgum Trail, Mentor, OH -
Phone
(440) 589-7700 -
Website
lakehousefamilywealth.com
Location
About Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management – Benjamin Simerly, CFP®
Island Stat Care of Holtsville is a Medical Clinic in Holtsville, NY, located at 270 Union Ave. It holds a rating of 5.00 based on customer reviews.
Lakehouse Family Wealth, founded by Benjamin Simerly, CFP®, is a financial planning firm based in Mentor, OH. The practice operates as a fiduciary with a fee-based model, focusing on advice and fit rather than product sales. The firm avoids cookie-cutter portfolios and provides investment management services. Beyond investments, the team coordinates with estate attorneys and accountants to help families manage their entire financial picture. Services include retirement planning, determining savings needs for early retirement, Social Security timing strategies, tax reduction methods, and guidance on Roth versus Traditional IRAs. The firm also assists with trust establishment and creating sustainable retirement income. A core component of their approach is family financial education, aiming to help generations build their own wealth.
Lakehouse Family Wealth serves pre-retirees, young families, and retirees. The firm offers both in-person meetings in the Cleveland, Ohio region and virtual appointments via Zoom. Meetings can include spouses, children, and pets. Standard office hours are Monday through Friday, 9 AM to 5 PM EST. Evening and weekend times are available upon confirmation. The business holds a 5.00 rating based on customer reviews.
Clients can schedule a free consultation or assessment. Contact is available by calling (440) 589-7700 or texting (440) 271-3534. Email inquiries may be sent to [email protected] or [email protected]. The firm encourages families to address questions regarding retirement income, tax returns, and wealth building for children. Lakehouse Family Wealth is located in Cleveland, Ohio, and takes appointments virtually from sea to shining sea.
Lakehouse Family Wealth is located on Sweetgum Trail in Mentor, Ohio, about a mile from Kellogg Creek and Johnnycake Ridge Road.
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