Meet Lake Water Advisory

When I started in 2009, I worked for a large insurance company and then a big brokerage firm, and it quickly became clear to me that families needed more personalized advice and an independent voice that put them first, which the larger firms often couldn't provide.

So I left that environment and founded Lake Water Advisory, where we weren't restricted by corporate limitations. Here, we offer customized solutions that truly put our clients first.

My frustration with the lack of transparency in the industry drove me to build a company where we could serve people well while delivering a modern, client-focused experience.

We understand that choosing a financial advisor can be overwhelming, and it's a big decision because it involves your money. But that's why we're here.

What sets us apart is our commitment to integrity and empathy. Every client should have a clear understanding of their financial situation, and we're passionate about empowering them to make informed decisions.

Our mission is to provide holistic planning for families and businesses so that they can focus less on financial stress and more on what matters most in life.

Family is incredibly important to me. My wife and I, along with our two children, do just about everything together.

So when I started Lake Water, I made family a priority in the way that we serve our clients. We understand that family is really the why for most of us.

We have a unique process called the Lake Water Navigator, and it covers four key areas:

• Estate Strategies like wills, trusts, and insurance planning.
• Investment Planning where we align your investments with your values and minimize unnecessary risk or fees.
• Tax Planning we optimize your portfolio and identify overlooked tax strategies.
• Retirement Planning more and more we're seeing clients want the option to retire while still continuing to work because they enjoy what they do and have the health to keep doing it.

At Lake Water Advisory, we're dedicated to providing families with the personalized financial guidance that they deserve, built on the foundation of trust, transparency, and integrity.