Best Chagrin Falls
Wealth Management
Lakehouse Family Wealth is Chagrin Falls' trusted retirement planning and wealth management firm. Benjamin Simerly, CFP® helps Chagrin Falls families spend less time worrying about money and more time enjoying life on the Chagrin River, in the village, and with the people they love.
Everything Chagrin Falls Families
Need in One Place
From Chagrin Falls to Gates Mills and beyond, we give Northeast Ohio families a financial partner they can count on for the long haul.
Retirement Planning
Income strategy, Social Security optimization, and a clear roadmap built around your vision of life in Chagrin Falls.
Investment Management
Diversified portfolios aligned with your goals and risk tolerance, professionally managed and clearly reported.
Estate Planning
Protect what you have built and ensure your legacy passes to the people and causes you care most about.
Tax Strategy
Proactive tax planning to minimize your burden today and throughout retirement, coordinated with your CPA.
Insurance & Protection
Objective review of life, disability, and long-term care coverage to protect your plan from the unexpected.
Family Financial Education
Build a culture of financial literacy in your family because the best inheritance you can leave is knowledge.
Chagrin Falls families value community, legacy, and quality of life. They want a trusted advisor who understands what truly matters. At Lakehouse Family Wealth, we believe true wealth is earned choice and time. Whether your dream is a cottage on the Chagrin River, more summers with your grandchildren, or simply the confidence that your financial plan is sound, we are here to make it real.
Chagrin Falls business owners, pre-retirees, and families looking to grow find that a whole-picture financial plan works better than a piecemeal approach. We will help you identify what to prioritize first so you can move forward with confidence.
Let's Work Together →Benjamin Simerly, CFP®
Benjamin founded Lakehouse Family Wealth to serve families across Northeast Ohio, including right here in Chagrin Falls. As a Certified Financial Planner and fiduciary, he is legally required to put your interests first, always. He built this firm for families who treasure time at the lake, in the village, on the river.
Start a Conversation →Chagrin Falls Families We Have Helped
“We finally feel like we have a real plan, not just investments sitting somewhere. Benjamin helped us see the full picture and get truly excited about retirement.”
“The team at Lakehouse made us feel welcome from our very first call. They gave us clarity we did not have before and a path we feel confident following.”
“True wealth is time with family, and Lakehouse helped us get there. Our plan is solid, our taxes are optimized, and our kids are learning about money too.”
Ready to Build Your Chagrin Falls Financial Plan?
Book a free, no-obligation consultation with Benjamin. Serving families throughout Chagrin Falls, Hunting Valley, Gates Mills, and all of Northeast Ohio.
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