Lakeside Wealth Management, LLC

Lakeside Wealth Management, LLC is a Financial Planner in Fond du Lac, WI. The firm provides comprehensive wealth management services including retirement planning, estate planning, investment management, tax planning, and insurance. Serving individuals, families, business owners, foundations, and endowments, the practice operates with a fiduciary duty to act in the client’s best interest. The business holds a 4.80 rating based on customer reviews.

The team is led by Patrick Broeske, an Accredited Investment Fiduciary, alongside financial advisors Dan Weninger, Bennett Broeske, and Jack Cole, supported by client support specialist Casey Sabel. The firm describes itself as family-oriented, aiming to help clients live their "One Best Life" through a proactive, five-step process. This approach begins with a discovery phase to assess personal and financial goals, followed by education on asset classes and risk tolerance. The firm then presents tailored recommendations, implements the strategy, and provides active management and ongoing communication to adjust plans as priorities change.

In addition to standard financial planning, the firm offers personal trust services through The Private Trust Company, N.A., charitable giving strategies, and strategic business services including business retirement plans. The advisors focus on working with integrity and independence, analyzing each client’s financial history to create unique plans for long-term financial freedom. They also provide weekly market commentary and insights to keep clients informed about market news.

The business maintains a 4.80 rating based on customer reviews, reflecting a positive standing among those who have used its services. The firm emphasizes transparency and trust, viewing every client as part of its family while working to build, preserve, and transfer wealth for individuals, foundations, and endowments.

Lakeside Wealth Management, LLC brings personalized fiduciary guidance and a structured planning process to the financial needs of the Fond du Lac community.

Lakeside Wealth Management, LLC is located on S Main St in Fond du Lac, WI, situated about 0.1 mile from South Main Street and 0.3 miles from Ledgeview Center.

BizScoreAI assigns a Technical score of 85 out of 100, which measures whether the website is technically sound, secure and indexable so search engines can read it without errors. The business also achieves a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business.