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Schwab Aliance

You are now leaving the Lake Effect Wealth Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with

Lake Effect Wealth or any advisor(s) whose name(s) appears on this Website. Lake Effect Wealth is independently owned andoperated. Schwab neither endorses nor recommends Lake Effect Wealth unless you have been referred to us through the Schwab Advisor Network®.Regardless of any referral or recommendation, Schwab does not

endorse or recommend the investment strategy of any advisor. Schwab has

agreements with Lake Effect Wealth under which Schwab provides

Lake Effect Wealth with services related to your account. Schwab does

not review the Lake Effect Wealth Website(s), and makes no

representation regarding the content of the Website(s). The

information contained in the Lake Effect Wealth Website

should not be considered to be either a recommendation

by Schwab or a solicitation of any offer to

purchase or sell any securities.

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©2025 by Lake Effect Wealth LLC  |  All Rights Reserved

Lake Effect Wealth LLC (“LEW”) is a registered investment advisor offering advisory services in the State of Illinois, the State of North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LEW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of LEW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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