Lakeside Wealth Management, LLC

Lakeside Wealth Management, LLC is a financial planner in Fond du Lac, Wisconsin, serving individuals, families, and business owners with comprehensive wealth management services. The firm specializes in retirement planning, estate planning, investment management, tax planning, and insurance, offering personalized financial strategies tailored to each client’s unique goals. With a strong focus on fiduciary responsibility, the firm emphasizes independence, integrity, and trust in every client relationship. Serving the Fond du Lac area and beyond, Lakeside Wealth Management holds a 4.80 rating based on customer reviews, reflecting consistent client satisfaction and reliable service.

The firm operates with a client-first philosophy, built on a team-based approach that brings diverse expertise to every financial plan. Each client receives individualized attention from advisors who guide them through every stage of their financial journey. The process begins with discovery, continues through education and customized recommendations, and includes ongoing monitoring and communication to ensure goals remain on track. The team includes Patrick Broeske, Dan Weninger, Bennett Broeske, Jack Cole, and Casey Sabel, all committed to transparent, independent financial guidance. The firm is affiliated with LPL Financial, a nationally recognized leader in supporting independent financial advisors, which enables access to a broad range of investment products and resources.

Located at 1080 South Main Street, Lakeside Wealth Management sits about 0.1 miles from South Main Street and 0.2 miles from Main Street, with the Ledgeview Center park just 0.3 miles away. The East Branch Fond du Lac River lies 0.5 miles to the west, while the Fond du Lac Fire Department Station 1 and the Social Security Administration office are both approximately 0.6 miles from the office, placing the firm in a central, accessible location within the city’s commercial corridor.

Known for its trust-based relationships and personalized service, Lakeside Wealth Management stands out as a dependable financial partner in Fond du Lac. The firm’s emphasis on transparency, independence, and long-term planning aligns with the values of its clients and the community it serves. As a trusted advisor in the region, it helps residents build lasting financial security and achieve their life goals.