Blog

Join us for our annual Financial Forum on October 21, 2025 at the Rock Garden Conference Center.

Read the Autumn 2025 edition of Financial Focus, Lake Edge Wealth Advisor's quarterly newsletter.

Join us for our annual Client Appreciation on June 25 from 4-7 PM at the Green Bay Botanical Garden.

Read the Summer 2025 edition of Financial Focus, Lake Edge Wealth Advisor's quarterly newsletter.

Please take a few moments to watch this quick video from Senior Wealth Advisor, Daniel Cape, as he addresses the recent market volatility, what it means for your portfolio, and how we’re approaching things at Lake Edge Wealth Advisors.

Join us for a complimentary Social Security workshop in Green Bay, WI on April 8, 2025. As you prepare for retirement, learn about Social Security strategies to use in your financial plan.

Read the Spring 2025 edition of Financial Focus, Lake Edge Wealth Advisor's quarterly newsletter.

We're proud to announce that Lake Edge Wealth Advisors has been named to the 2025 Forbes Best-In-State Wealth Management Teams! The list recognizes top advisor teams across the United States.

Learn about a potential tax saving strategy, Qualified Charitable Distributions (QCD). Once you are 70½, you can make a donation directly from your IRA to a charity, which will exclude the donation amount from your taxable income.

Read for valuable information regarding 2024 tax document delivery dates.