About Us

The Midwest is known for its abundance of lakes, and a lake edge—where the land meets the water—is symbolic of a space where meaningful moments are shared. Here, we believe in creating those moments with our clients, fostering relationships built on trust, sincerity, empathy, and stability.

Our mission is to provide dependable financial guidance that makes a real difference in the lives of everyday individuals and families. Over the years, we've grown and evolved, but our core values have remained steadfast. We are committed to being a stable presence throughout the various stages of your life.

Financial planning is more than just numbers; it's about people. We take the time to understand your goals, concerns, and unique circumstances allowing us to offer customized strategies exclusive to you.

In an ever-changing financial landscape, we stay ahead of the curve, continuously adapting our strategies to help ensure your financial well-being. Our proactive approach means we are always looking out for your best interests, helping you navigate life's uncertainties with confidence and clarity. Whether you are planning for retirement, managing investments, or preserving your legacy, we are here to guide you every step of the way.

Lake Edge Wealth Advisors is a collaborative partnership of three offices independent of Raymond James.

In 2009, Senior Wealth Advisor, Paul Gottshall, founded Gottshall Capital Partners in Manitowoc, WI. Shortly after in 2012, Frank Cape, MBA, MSFS, ChFC®, CLU, AEP®, founded Cape Financial Group in Green Bay. And in 2019, Mike Stephani, AAMS®, founded Stephani Wealth Management in Sturgeon Bay. The three offices have had a long-time collaborative affiliation which was recently formalized to form Lake Edge Wealth Advisors.