Lake House Private Wealth Management is an independent fiduciary firm for executives and the families navigating the moments when a career's work turns into lasting wealth — an acquisition, an IPO, a change-of-control payment, a major equity vest, the sale of a business.
These moments share a structure. They compress more high-stakes financial decisions into twelve months than the prior decade combined, the decisions interact with one another, and the windows to act on many of them close quietly and permanently. Handled in the right order, with the right professionals at the table, they can fund a generation. Handled reactively, they leak value that never comes back.
We custody client assets at independent platforms — Schwab, Fidelity, and Raymond James. We hold no proprietary products and earn nothing from product manufacturers. The advice is the advice we'd give our own families.
The decisions at a vesting cliff or an acquisition aren't a retiree's decisions, and they aren't served well by a generalist. We deliberately built the firm around a few practices, because depth is what these situations actually require.
Most advisory relationships are designed for the steady accumulation years. Ours is designed for the comparatively short, decisive windows where the stakes and the complexity spike at once — and then to keep refining as equity continues to vest and circumstances change.
I spent the first part of my career at JPMorgan and Merrill Lynch, and I'm grateful for it — that's where I learned how institutions manage money, and where I earned the awards that were supposed to mean I'd made it. But I kept noticing the same thing: the moments that mattered most in a client's life were exactly the moments a big firm was least built for. A sale, a vest, a retirement — and the answer was a model portfolio and a 1-800 number. I founded Lake House because the families navigating those moments deserve a partner who knows the whole picture and answers the phone himself. Independent, fiduciary, and deliberately small — built in Yardley, by the lake, to do the work the way it should be done.
— Chris Gatsch, Founder & Managing Partner
A duty of loyalty and care that holds in every recommendation — not a standard we meet when convenient.
We coordinate with your CPA, attorney, and HR rather than working around them. The plan is one plan.
We reach out as equity vests and tax law shifts. The relationship moves at the speed of your situation.
See whether your situation is a fit for the way we work. No pitch. No obligation.
Schedule a CallWho we serve, what we do, and what the first ninety days — and every year after — look like. Share it with anyone who should know us.
