Lake Edge Wealth Advisors

5.0 (1 review)

Financial Advising, Investing

Open • 8:00 am - 4:30 pm

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Services - Lake Edge Wealth Advisors

Estate planning

Inheritance planning

Investment management

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Retirement planning

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Lake Edge Wealth Advisors - Lake Edge Wealth Advisors Interior - Financial Advising Near Me - Green Bay, Wisconsin

Lake Edge Wealth Advisors - Lake Edge Wealth Advisors Team - Financial Advising Near Me - Green Bay, Wisconsin

Lake Edge Wealth Advisors - Lake Edge Wealth Advisors Exterior - Financial Advising Near Me - Green Bay, Wisconsin

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Mark L.

3 years ago

Always friendly and helpful to talk with you about any questions you have and always have excellent information about what you can have done with the proper way of handling the situation read more

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More info about Lake Edge Wealth Advisors

2345 E Mason St
Green Bay, WI 54302
Directions
(920) 272-2273
Call Now
Visit Website
https://www.lakeedgewealth.com

From the Business

Specialties

With locations in Green Bay, Sturgeon Bay & Manitowoc, Lake Edge Wealth Advisors specializes in providing financial guidance to those who value honesty, simplicity, and personalized service. Our goal is to serve your family for life; helping you grow, preserve, and build your wealth.

History

Established in 2012.

Lake Edge Wealth Advisors is a collaborative partnership of three offices independent of Raymond James. The three offices formerly known as Cape Financial Group (Green Bay, 2012), Gottshall Capital Partners (Manitowoc, 2009), and Stephani Wealth Management (Sturgeon Bay, 2019) have had a long-time collaborative affiliation which was formalized to form Lake Edge Wealth Advisors.

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Jerry Ganz Financial Planning

5.0

(1 review)

Knowledgable, thorough and friendly, Jerry has helped us to protect what we have and get good…read morereturns on our conservative investments. When needed, he and his staff will go the extra mile. Our history with Financial Advisors has been fraught with people making poor decisions on our behalf. Thank heaven we have found him. Dan and Gwen Riley

Chase Bank

3.7

(3 reviews)

I'm more than impressed with Jamie. She was incredibly helpful, diligent and kind! I was debating…read moreswitching banks after dealing with the chase customer service phone line. But Jamie at this branch changed my entire day and I'm very grateful! Thank you!!

The best chase bank in town because they still have a drive thru unlike some other locations. So…read moreannoying! The last few times here I had a teller named Tonya and she is fabulous! Love her!

Lake Edge Wealth Advisors - financialadvising - Updated July 2026

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