Chris Gatsch
Built for the Moments Your Equity Becomes Wealth | Fiduciary
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Serving Clients Nationwide
Built for the Moments Your Equity Becomes Wealth | Fiduciary
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- High Net Worth
- High Net Worth Retirement Planning
- Investment Management
- Tax-Aware Retirement Income Coordination
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
About Chris Gatsch
Hi, I'm Chris Gatsch. I believe the most important financial decisions of an executive's career happen in the 12 months around a liquidity event. Most navigate that window with the advisor they inherited — fine for accumulation, not built for the inflection.I built Lake House for that window.
After a decade at Merrill Lynch and JPMorgan, I watched too many talented executives reach the moment their equity became wealth — and discover their advisor wasn't equipped for the tax planning, concentrated stock unwinding, deferred comp timing, and family decisions the moment actually required. Once the cash hits, the most powerful planning tools are already off the table.
Lake House Private Wealth Management exists so that doesn't happen.
Who I Work With
Senior executives and their families across the Philadelphia–Princeton corridor — leaders at pharma, biotech, finance, tech, and corporate companies in our footprint. Most have $2M–$15M in investable assets, often concentrated in employer stock, and need integrated planning that coordinates with their CPA, attorney, and HR team so they're not running the project themselves.
The trigger events I focus on:
▪️ M&A and change-of-control liquidity events
▪️ IPO and lockup expiration planning
▪️ Equity compensation coordination (RSU, ESPP, NQDC, options)
▪️ Concentrated stock unwinding and tax strategy
▪️ Pre-retirement deferred comp distribution
What Makes Lake House Different
Independent. Fiduciary. No proprietary products, no sales quotas, no firm politics. We custody at Schwab and Fidelity — the institutions that hold most of American wealth— but the advice is genuinely independent.
On a Personal Note
Yardley, PA — native to Lawrenceville and Princeton, NJ. Husband and father of three. I train as a hybrid athlete (next: a sprint triathlon this July, with a Full Ironman on the 2028 horizon), coach my kids' soccer, and play recreational soccer, golf, and a bit of skiing when the calendar allows.
If your company is being acquired, your equity is vesting, or your situation has outgrown what a generalist advisor can deliver — I'd value a conversation.
Primary Location
1003 Summit Dr, Yardley, PA 19067
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Lake House Private Wealth Management
Lake House Private Wealth Management is the independent fiduciary firm for executives navigating equity-driven liquidity events — acquisitions, IPOs, change-of-control payments, and the moments that define a career. The decisions made in the 12 months around a liquidity event determine whether the wealth you've built funds a generation, or evaporates into avoidable taxes and concentrated stock risk.Why Lake House
Three things most advisors won't tell you.
1. Independence is structural, not aspirational. Lake House isn't an advisor at a bank pretending to be independent. We custody at Schwab and Fidelity, hold no proprietary products, and earn nothing from product manufacturers. The advice you receive is the advice we'd give our own families — because there's no firm-side incentive structure pulling it in any other direction.
2. Specialty depth beats generalist breadth. The decisions an executive faces at an acquisition, a vesting cliff, or a 280G payment are not the decisions a retiree faces. We've built Lake House around three specialty practices — M&A and liquidity events, executive equity compensation, and pre-retirement coordination — because depth in a few practices serves clients better than generalist competence across every problem an advisor might encounter.
3. The firm exists for the moments that matter. Most advisors are built for the long, calm middle of an executive career. We're built for the inflection points — the years that determine whether the wealth you've built funds a generation or evaporates into avoidable taxes and concentrated risk. That's not marketing. That's the model.
If your situation has changed, the conversation should change with it.
Generic wealth management is built for the middle of an executive career. Lake House is built for the moments when the middle ends — and the next decisions determine the rest.
If your company is being acquired, your equity is vesting, or you're three to seven years from a transition you've been quietly thinking about, we'd value a conversation. No pitch, no obligation — just a clear read on whether your situation is a fit for the way we work.
Services are provided under the name Lake House Private Wealth Management, a dba of MGO One Seven, LLC (“MGO One Seven”). MGO One Seven is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.
Education
The College of Wooster, Bachelor's Degree, History: Blair Academy, Diploma
Hobbies and Interests
- Crafts
- Cycling
- Dogs
- Family
- Golf
- Grilling
- Movies
- Reading
- Running
- Skiing
- Soccer
- Sports
- Swimming
- Tequila
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Corporate Executives
- Technology Professionals
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