Lake Country Wealth Management is an independent wealth management firm based in Hartland, Wisconsin. It operates as a fiduciary, committed to placing clients' best interests first. The firm provides a comprehensive suite of financial services, including investment management, retirement planning, estate planning, risk management, and tax planning. They emphasize a personalized, client-centric approach, aiming to build long-term relationships and help clients navigate complex financial landscapes to achieve their life goals. The firm is affiliated with LPL Financial, a major broker-dealer, which provides back-office support, regulatory oversight, and access to a wide range of investment products.

Founded in

United States