A complete list of active advisors currently associated with Lake Effect Wealth LLC

Warmer can help you find a great advisor at Lake Effect Wealth LLC or one who fits your needs even better.

Lake Effect Wealth provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations or other businesses. Its services include project‑based and comprehensive financial planning and extend to business planning and employee benefits optimization. The firm primarily practices passive investment management informed by Modern Portfolio Theory, building asset‑class portfolios using index mutual funds and ETFs, while also employing both fundamental and technical analysis for security and sector decisions. Client portfolios are constructed around individualized investment policy statements and, for managed accounts, the adviser generally operates with discretionary authority. As a solo adviser, LEW reports about $18.26 million in assets under management across 12 client relationships and explicitly includes corporate/business clients among its client types, a service focus that is less common among peers. The brochure states the firm receives compensation only directly from clients (it does not accept commissions or other third‑party product sales), does not receive soft‑dollar benefits, does not aggregate or block trades, and uses Schwab Institutional for custody and operational support.

To learn more about the advisors currently working at Lake Effect Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.