Lake Edge Wealth Advisors

Lake Edge Wealth Advisors Plan Well. Live Well. Navigating the complexities of financial planning can be overwhelming, but you don’t have to do it alone.

While honoring your personal mission, Lake Edge Wealth Advisors develop smart financial strategies to help you reach your goals while offering guidance and stability along the way. By actively managing your investments, we help ensure every decision is made with your best interest in mind, helping you grow, preserve, and pass on your wealth. With locations in Green Bay, WI, Sturgeon Bay, WI and Ma

nitowoc, WI, we specialize in providing financial guidance to those who value honesty, simplicity, and personalized service. Our goal is to serve your family for life.

Thank you to everyone that attended our 16th annual Financial Forum! With over 180 attendees, we raised $7,500 for the i...
05/05/2026

Thank you to everyone that attended our 16th annual Financial Forum!

With over 180 attendees, we raised $7,500 for the incredible work of Crisis Cafe, a local nonprofit in the Green Bay area.

Be on the lookout for more upcoming Lake Edge events!

Save the Date! Mark your calendar for our annual Financial Forum happening April 29th! Watch your mailbox for a full inv...
03/17/2026

Save the Date!

Mark your calendar for our annual Financial Forum happening April 29th! Watch your mailbox for a full invitation with more event details coming soon.

Thanks to everyone who attended our first annual Movies with Lake Edge! Families enjoyed watching How to Train Your Drag...
02/12/2026

Thanks to everyone who attended our first annual Movies with Lake Edge! Families enjoyed watching How to Train Your Dragon while others took a trip down memory lane and watched the original Top Gun.

Be on the lookout for our next event coming in Spring!

We're honored to be recognized by Forbes as one of Wisconsin's Best-in-State Wealth Management Teams. This achievement b...
01/27/2026

We're honored to be recognized by Forbes as one of Wisconsin's Best-in-State Wealth Management Teams. This achievement belongs to our entire team — and to the clients who trust us to guide their financial journeys.

Thank you for your continued confidence in us. We're committed to supporting you with insight, care, and exceptional service!

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

Wondering about the markets & economy? Join us virtually Wednesday, October 8 at noon to get our thoughts on the current...
10/02/2025

Wondering about the markets & economy? Join us virtually Wednesday, October 8 at noon to get our thoughts on the current markets & economy along with the outlook for the coming months. https://www.raymondjamesconnect.com/aGsf9O

Address

2345 E Mason Street
Green Bay, WI
54302

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+19202722273

Website

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