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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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Home: About Me
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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