Broker Check

What Do You Want Your Money to Do for You?

This simple question is where Keith Simpson begins building the strategy for your wealth management.

This may sound like a simple question, but it’s the question Keith Simpson of Lake Advisory Group asks every client, to help you form a strategy for your wealth management.

Your priorities become his priorities; your concerns become his concerns. He is available when you need answers. You can call him anytime on his cell phone. Keith wants to be your trusted advisor.

Some of the ways Keith can help you:

  • Portfolio Management
  • Annuities
  • Insurance Reviews
  • Estate & Gift Tax Planning
  • Stock Options Planning
 

Amanda Wheelis joined Lake Advisory Group in early 2019, originally as an Administrative Assistant. Promoted in 2020, she now uses her organizational skills and drive for professional excellence in her role as a licensed independent...

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Cynthia De Hart joined Lake Advisory Group in the fall of 2020 as Marketing Director. She earned her MBA in Marketing from Xavier University and her Bachelor of Arts in Economics and Art History from Denison University. After her...

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Josh joined his father, Keith, at Lake Advisory Group in 2014. In 2020, he earned his MBA from St. Leo University in St. Leo, Florida. Josh uses disciplined research and analysis of industry investments and his broad knowledge of...

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As a fiduciary, Keith Simpson lives his values: hard work, discipline, and doing what is right by the client. Keith joined Lake Advisory Group in 2009 and liked it so much he bought it in 2015. Prior to joining Lake Advisory Group...

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