Gottshall Capital Partners, LLC

Gottshall Capital Partners, LLC is a wealth management firm in Manitowoc, WI. Operating as part of Lake Edge Wealth Advisors, the firm provides personalized financial strategies to help individuals and families grow, preserve, and pass on their wealth. Their comprehensive services include retirement planning, investment management, tax planning strategies, estate planning, and charitable giving.

The firm was founded in 2009 by Senior Wealth Advisor Paul Gottshall. Their approach is centered on creating meaningful financial moments through trust, sincerity, empathy, and stability. As an independent branch of Raymond James, they utilize extensive research and investment resources to craft custom portfolios and financial plans. The team offers specialized services such as Biblically Responsible Investing and active portfolio management designed to align with a client's specific risk tolerance and long-term objectives.

The office is located on Calumet Avenue in Manitowoc. The location is a short drive from the Manitowoc Senior Center and Halvorsen Park, and it is situated near the South 30th St. Retention Pond.

Gottshall Capital Partners, LLC is recognized for its commitment to providing dependable financial guidance and customized strategies that align with the unique needs of the community. The firm stands as a stable presence for clients navigating the complexities of financial planning.

Through dedicated investment management and personalized planning, Gottshall Capital Partners, LLC helps families in Manitowoc achieve long-term financial confidence.