Lake Country Wealth Management

About

Lake Country Wealth Management is an independent financial planning firm uniquely positioned to serve individuals, families, and businesses with the formulation and execution of financial strategies.

Story

We are one of the few firms in southeastern Wisconsin that has the ability to coordinate all aspects of your financial life including fee for service consulting, insurance product optimization, and investment management.

Each relationship is different, and our open architecture design enables us to adapt our array of services to meet diverse needs and desires. With over 65 years of combined experience, our team has the knowledge and expertise to coordinate, implement, and monitor your plan. As your accountability partner,we will help you take the appropriate action to help deliver security and solid results.

Securities offered through NEXT Financial Group, Inc., (“NEXT”) Member FINRA/SIPC. 709B Milwaukee Street, Delafield, WI 53018. (262) 646-3549. Lake Country Wealth Management is not an affiliate of NEXT Financial Group, Inc. To view other important customer information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. Due to various state regulations and registration requirements I am currently allowed to offer securities only to clients residing in AL, CA, CO, DC, FL, GA, IL, IN, ME, MN, NY, OH, TX, VA, WA, WI.

Mission

To help discerning consumers discover and develop a life of fulfillment through financial security.

Products

Fee for service consulting
Insurance product optimization
Investment management