Shannon Lutze, Private Wealth Advisor

Shannon Lutze, Private Wealth Advisor Private Wealth Advisor at Zoetic Wealth Management

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Join us in celebrating Shannon Lutze, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratu...
04/10/2026

Join us in celebrating Shannon Lutze, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Shannon! All of us at Zoetic Wealth Management share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

Shannon Lutze with Zoetic Wealth Management in Brookfield, WI is here to help you with all of your financial planning needs.

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people ...
04/05/2026

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people who matter most. 🌷🐰

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for yo...
04/02/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? We're here to help you make the most of it.

To all who celebrate, wishing you a meaningful and joyful Passover. Chag Sameach to all who celebrate! ✨
04/02/2026

To all who celebrate, wishing you a meaningful and joyful Passover. Chag Sameach to all who celebrate! ✨

03/20/2026

Who's looking forward to Spring Break with family and friends? Where you headed? Tell us below!

03/15/2026

Happy Pi Day! 3.14!!! Tell us your fave flavor 🥧

Today, we honor the achievements, resilience, and contributions of women everywhere. Happy International Women's Day!
03/08/2026

Today, we honor the achievements, resilience, and contributions of women everywhere. Happy International Women's Day!

03/07/2026

Reminder to those in states that observe Daylight Savings:
Spring ahead 1 hour tonight!
🕕🌷☀️

02/22/2026

So with The Winter Games wrapping up - what did you enjoy watching?

Rounding out Winter Birthdays - It’s Shannon’s Day🥳 Help us wish her the happiest, healthiest day as she’s on her latest...
02/21/2026

Rounding out Winter Birthdays - It’s Shannon’s Day🥳 Help us wish her the happiest, healthiest day as she’s on her latest journey! Any idea as to where she is?

Continuing Winter birthday’s - Let’s all wish James a happy, healthy, adventure filled year🥳
02/20/2026

Continuing Winter birthday’s - Let’s all wish James a happy, healthy, adventure filled year🥳

I’m honored to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s...
02/13/2026

I’m honored to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. I couldn't have accomplished this without the help of my team. Our shared commitment to client satisfaction and success is what made this possible. Thank you!

Shannon Lutze with Zoetic Wealth Management in Brookfield, WI is here to help you with all of your financial planning needs.

Address

18200 W. Capitol Drive, Suite 203
Brookfield, WI
53045

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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