Integrated Financial Planning

One advisor, coordinating the whole plan.
Your investments, your CPA, your estate attorney—working from one strategy instead of three parallel ones.

Why executives need a coordinating advisor

Most executives have an advisor running investments, a CPA doing taxes, and an attorney drafting documents—and no one connecting the three. At Lake House, we run your investments and coordinate across your CPA and attorney, so your plan executes as one strategy instead of three parallel ones.

Investment Management

Tax-coordinated portfolio construction (asset location, not just asset allocation)
Direct indexing for concentrated stock diversification
Alternative investments for qualified clients (private credit, secondaries, real estate)
Institutional-grade reporting through Schwab and Fidelity custody

Tax Strategy

Multi-year tax projections accounting for equity compensation events
Roth conversion sequencing across pre-retirement years
Charitable strategy (donor-advised funds, CRTs, charitable lead trusts)
Year-end tax-loss harvesting and rebalancing

Estate & Family Transfer(s)

Coordination with your estate attorney on trust structures
Lifetime gift strategy ahead of exemption sunsets
GST planning and dynasty trust funding
Beneficiary review across all account types

Retirement & Wind-down Modeling

Multi-scenario Monte Carlo modeling
Deferred compensation distribution sequencing
Healthcare bridge planning (the 60–65 coverage gap)
Social Security claiming strategy in the executive context

Frequently Asked Questions

Do I need integrated financial planning if I already have a CPA and attorney?

Yes—integrated planning doesn't replace them, it coordinates them. Most executives have these professionals working independently, which leaves gaps and missed opportunities at the seams. A coordinating advisor makes sure investment, tax, and estate decisions reinforce one strategy.

How is integrated financial planning different from a regular financial advisor?

A traditional advisor typically manages your investments. Integrated planning manages the relationships between your investments, taxes, estate plan, and retirement timeline—coordinating with your CPA and attorney so every decision accounts for the others. It's the difference between running one account and running a whole financial strategy.

When is the right time to start integrated planning?

The highest-value moments are around liquidity events—an M&A transaction, an IPO lock-up expiring, equity compensation vesting, or a secondary sale. Coordinating tax, investment, and estate decisions before those events typically matters far more than reacting afterward.

Does Lake House manage my investments directly?

Yes. Lake House provides tax-coordinated portfolio management with institutional-grade reporting through Schwab and Fidelity custody, alongside the broader planning work. Investments are managed as one component of the integrated strategy, not in isolation.

What areas does Lake House serve?

Lake House Private Wealth Management is based in Yardley, PA, serving the Philadelphia–Princeton corridor and clients virtually nationwide.

Speak with an Advisor

If you think you'd benefit from working with a financial professional, let's talk through your goals and see whether we're the right fit.

Schedule Consultation