Overview

At Lake House Private Wealth Management, we’re passionate about making a difference in our clients lives, both personally and financially. We enjoy getting to know each one of our clients, gaining a deep understanding of their goals to help them achieve their vision for the future. From retirement planning to making charitable donations, buying a house to paying for college, our comprehensive financial plans are tailored to meet clients’ objectives, needs, and major life milestones.

We believe that helping individuals and families achieve clarity around what they want—and establishing a plan to get there—leads to long-term success in reaching financial goals. As a true fiduciary, Lake House Private Wealth Management is guided by our client’s best interests, not the products and services of a particular bank. In ever-changing markets, our job is to ensure clients stay on track and focus on their big picture aspirations. Rather than the standard investment vehicles or assets, we think outside of the box to shape a clear path toward a secure financial future.

Exceptional service is a perception; it’s harder to measure than portfolio value and differs from one client to the next. Exceptional service has five distinct components with “scheduled contact and meaningful conversations” as the primary driver. Because personal time together is important to the health of any good relationship. Conversations deepen mutual understandings and lead to good conversations. As such Lake House implements a 12/4/2 model for client contact. 12 contacts per year, 4 are quarterly reviews and 2 of those reviews are either face to face or via zoom meetings. The idea behind this contact schedule is to ensure every client gets high quality and personalized a) regular scheduled conversations, b) rapid response to problems, c) attention to detail, d) anticipating issues before they happen and e) to provide a wider and deeper breath of offerings.

The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go. In the end, what matters isn’t crossing the finish line before anybody else, but just making sure that you do cross it.” - Benjamin Graham

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