LakeHaus Wealth Partners

LakeHaus Wealth Partners is a financial planner in Menasha, Wisconsin, serving individuals and families with personalized portfolio management, retirement strategies, estate planning, and risk management. The firm specializes in guiding entrepreneurs, peak-career professionals, pre-retirees, retirees, and high-net-worth individuals through complex financial decisions. With over 18 years of experience, the firm emphasizes long-term relationships built on open communication and tailored financial planning. Located at 617 Appleton Road, it serves clients throughout the Menasha area and surrounding communities.

The firm operates with a team-based approach, combining diverse expertise to deliver customized financial strategies. Principal Landon Wiese, a CFP®, RICP®, and CLTC®, leads the practice with a focus on client education and proactive planning. The team includes a Client Relations Administrator and a Marketing & Client Engagement Associate, ensuring clients receive attentive support throughout their financial journey. Services include retirement income planning, investment portfolio construction, estate strategy, life insurance evaluation, and education funding solutions, all designed to align with each client’s unique goals and risk tolerance.

The office is situated on Appleton Road, about 0.1 miles from Hart Park and just under 0.5 miles from Saint Mary Grade School. It lies near Depere Street and Racine Street, within a short walk of Winz Park and other local green spaces, placing it in a residential and community-focused part of Menasha.

While specific ratings or reviews are not provided, the firm’s emphasis on personalized service, long-term client relationships, and a structured three-step planning process reflects a commitment to client-centered financial guidance. Its presence in a well-connected, family-oriented neighborhood underscores its local roots and accessibility. LakeHaus Wealth Partners stands as a trusted resource for financial clarity and purpose-driven planning in the Menasha community.