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Benjamin L

CFP®, CFA®

Pound Ridge, NY

Composition Wealth, LLC

Benjamin Lake is a CFP® and CFA® with seven years of industry experience. He is currently an advisor at Composition Wealth, LLC, where he has worked since 2022. Prior to that, he worked at Altfest Personal Wealth Management and Lake Partners, Inc. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory for individuals, trusts, businesses, and broker/dealers, emphasizing a long-term, asset-allocation driven approach across diversified portfolios.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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