Business Hours
Monday 07:30am - 03:30pm
Tuesday 07:30am - 05:00pm
Wednesday 07:30am - 03:30pm
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LakeHaus Wealth Partners Verified by Synup
Listed In: Financial Planning
Lakehaus Wealth Partners is a trusted finance and financial advising firm serving Menasha, WI, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, they offer comprehensive investment services tailored to meet diverse client needs. Their… Lakehaus Wealth Partners is a trusted finance and financial advising firm serving Menasha, WI, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, they offer comprehensive investment services tailored to meet diverse client needs. Their expertise spans a wide range of investment options including bonds, common stock, treasury bills, government securities, and treasury notes. Lakehaus Wealth Partners specializes in retirement planning with various IRA options such as Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA, along with Educational IRA accounts and brokerage services. Read more