Lakehouse Family Wealth, LLC

Helping people in Cleveland, Ohio and across the country in their pursuit of financial freedom.

Lakehouse Family Wealth, a financial planning and advising firm, helps families focus on their financial future so they can spend more time with family and grandchildren.

We help busy families identify the primary pain points they face in planning for retirement. This allows them to spend more time with their grandchildren and children, and to gain control of their finances.