Luebeck Geisler Hamm Wealth Management is an independent wealth management firm based in Oconomowoc, Wisconsin. The firm focuses on a client-first philosophy, building customized financial plans and investment strategies tailored to individual goals. Their services encompass retirement planning, investment management, estate planning, and insurance solutions. As an independent firm, they are affiliated with Kestra Financial, which provides them with back-office, technology, and compliance support, allowing the firm to focus on client relationships and advisory services.

Founded in

United States