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Discussing the Numbers

LAKE EFFECT WEALTH

A technology-driven advisor with a personal focus

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SERVICES

Lake Effect Wealth offers a variety of services designed to work with you and your family to achieve your financial goals.  As a fee-only fiduciary, we offer ongoing portfolio management, custom financial planning and other strategic advisory services.  

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Analysing the Data

FINANCIAL 
PLANNING

PORTFOLIO
MANAGEMENT

STRATEGIC

ADVISORY

ABOUT US

Established by Andrew Driscoll in 2019 with a focus on technology, Lake Effect Wealth works with clients to provide a personalized plan to reach all of their financial goals. From strategic planning to innovative solutions, our focus is always on building a customized financial plan to protect and grow your wealth for generations. 

 

Andrew has over 15 years of experience in the investment management industry where he focused on using data and technology to solve complex business problems. 

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Andrew has a BA in Economics from Colgate University and an MBA from the Ross School of Business at the University of Michigan.

 

Get in touch with Lake Effect Wealth to learn more about our vision and technology inspired approach.

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CONTACT US

Charlotte, NC 28210

Phone: (847) 716-0992

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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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