Lakehouse Family Wealth

Your information, protected

Privacy Policy

Lakehouse Family Wealth, LLC. respects your privacy and is committed to protecting the personal information you share with us. This policy explains what we collect and how we use it.

The information we collect

In the course of providing financial planning and advisory services, we may collect nonpublic personal information about you from sources such as applications or forms you complete (including the contact and assessment request forms on this website), conversations with you, and your transactions with us or others.

How we use your information

We use the information you provide to deliver and service the financial planning and advisory services you request, to respond to your inquiries, and to communicate with you about your account and our services. We do not sell your personal information.

How we protect your information

We restrict access to your nonpublic personal information to those employees and service providers who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards designed to protect your information.

Sharing with third parties

We may share information with unaffiliated third parties as necessary to service your account (such as our broker-dealer, custodian, and technology providers) or as permitted or required by law. We do not share your information with unaffiliated third parties for their own marketing purposes.

Website data

Like most websites, this site may use basic analytics tools to understand how visitors use the site. Information submitted through the contact or assessment request forms on this site is used solely to respond to your inquiry and, if you become a client, to service your relationship with us.

Changes to this policy

We may update this policy from time to time. The version posted on this website is always the most current.

Questions about this policy or your information? Contact us at ben@lakehousefw.com or (440) 589-7700. For our full regulatory disclosures, see the Disclosures page.