Lakehouse Family Wealth, LLC

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

Lakehouse Family Wealth is a financial planning & advising firm experienced in helping families bring focus to their financial future and achieve more time with their family and grandchildren.

In helping busy families identify their primary pain points in planning for retirement, we help families approaching & already in retirement, create more time with their children & grandchildren, and gain real control over their finances.