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In Their Words

What clients say.

The relationships behind the work — in the words of the executives and families we serve.

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“I am so happy that I have my assets with Chris and Lake House. My former broker is a lovely person, but missed some key opportunities for me. Chris and I recently tweaked my portfolio and established a five-to-ten-year plan that will serve me well in my retirement and into advanced age, and has given me a real sense of security in this uncertain world.

I would be remiss if I did not also mention Sarah Ploskonka, his associate. She is friendly, responsive, efficient, and an altogether pleasure to work with. She and Chris make a great team!”
Carolyn S.Lake House client · retirement planning
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[ COMPLIANCE — required before publishing ] Under the SEC Marketing Rule, each testimonial must be accompanied by clear and prominent disclosure of: (1) whether the person giving it is a current client or investor; (2) whether they were compensated; and (3) a statement of material conflicts of interest resulting from the relationship or compensation. The standard disclosure below covers the typical case (current clients, no compensation) — have MGO One Seven compliance confirm or adjust it for each testimonial before this page goes live.
In Their Words
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Testimonial disclosure. The statements above are from current clients of Lake House Private Wealth Management. These clients were not compensated for their testimonials. Because they are clients, a material conflict of interest may exist in that satisfied clients have an incentive to encourage others to engage the firm. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Services are provided under the name Lake House Private Wealth Management, a dba of MGO One Seven, LLC ("MGO One Seven"), a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.