Investments

Experience You Can Trust 

With more than 40 years in business and a collective 300 years’ experience among our team members, we serve more than 750 clients and manage over $500 million in client assets. Our focus is peace of mind for you and your family, through all stages of your financial life.

No matter where life takes you, we’re ready to meet your financial planning and wealth management needs. Explore in detail our Investment Management, Financial Planning and Retirement Planning Services below.

Call us at 608-826-3570 or contact a Wealth Management team member online to start customizing your financial strategy today.

 

Our Proven Investment Philosophy

We use principled strategies to help our customers reach their financial goals, with key elements that include: 
  • Understanding each customer’s risk tolerance
  • A rigorous screening process for ensuring top-quality assets
  • Asset allocation strategies to enhance return potential
  • Diversification strategies to minimize risk
  • Long-term perspectives for more consistent performance

From retirement planning and growing your nest egg, to managing risk and building a legacy, our Wealth Management team is here to help you!

A comprehensive financial plan will help you plan for every stage of life. It's time to secure your legacy and prepare for a more rewarding tomorrow.

Whether you’re approaching retirement, changing jobs, or considering a change in your strategy, we have the expertise and resources to help.

If you have funds sponsored by a former employer, you can seamlessly roll them over to an IRA or other account with Lake Ridge Bank.

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